Interact to see
Advertisement
Advertisement
CARYX vs CLTAX
CARYX vs CLTAX Comparison
Open Charts CARYX vs CLTAX
CARYX vs CLTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CARYX vs. CLTAX commentary
Sep 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CARYX is a Hold and CLTAX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.58B vs. CLTAX (16.6M). CARYX pays higher dividends than CLTAX: CARYX (2.64) vs CLTAX (0.00). CARYX was incepted earlier than CLTAX: CARYX (12 years) vs CLTAX (14 years). CLTAX (2.09) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 167.00 vs. CLTAX (69.00). CLTAX has a lower initial minimum investment than CARYX: CLTAX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 11.89 vs. CLTAX (1.30). CARYX return over 5 years is better than : 8.88 vs. CLTAX (-11.36).
| CARYX | CLTAX | CARYX / CLTAX | |
| Total Expense Ratio | 0.77 | 1.53 | 50% |
| Annual Report Gross Expense Ratio | 0.77 | 2.09 | 37% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 9.117 | 8.013 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 16.6M | 15,554% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 11.89 | 1.30 | 913% |
| Returns for 3 years | 42.67 | 26.57 | 161% |
| Returns for 5 years | 8.88 | -11.36 | -78% |
| Returns for 10 years | 44.77 | 33.77 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement