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CARYX vs CLTAX
CARYX vs CLTAX Comparison
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CARYX vs CLTAX Comparison Chart in %
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CARYX vs. CLTAX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.59B vs. CLTAX (17M). CARYX pays higher dividends than CLTAX: CARYX (2.65) 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: 186.00 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 : 21.35 vs. CLTAX (14.48). CARYX return over 5 years is better than : 13.66 vs. CLTAX (-4.41).
| 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 | 9.586 | 11.230 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 17M | 15,235% |
| Annual Yield % from dividends | 2.65 | 0.00 | - |
| Returns for 1 year | 21.35 | 14.48 | 147% |
| Returns for 3 years | 43.62 | 31.39 | 139% |
| Returns for 5 years | 13.66 | -4.41 | -309% |
| Returns for 10 years | 48.25 | 39.22 | 123% |
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