CARYX
Price
$9.69
Change
+$0.01 (+0.10%)
Updated
May 9 closing price
Net Assets
2.36B
CLTCX
Price
$14.14
Change
-$0.05 (-0.35%)
Updated
May 9 closing price
Net Assets
20.23M
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CARYX vs CLTCX

Header iconCARYX vs CLTCX Comparison
Open Charts CARYX vs CLTCXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$9.69
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.36B
Catalyst/Lyons Tactical Allocation C
Price$14.14
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets20.23M
CARYX vs CLTCX Comparison Chart
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CARYX vs. CLTCX commentary
May 12, 2025

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 CLTCX is a Buy.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.36B vs. CLTCX (20.2M). CARYX pays higher dividends than CLTCX: CARYX (2.54) vs CLTCX (0.00). CARYX was incepted earlier than CLTCX: CARYX (11 years) vs CLTCX (13 years). CLTCX (2.86) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. CLTCX (17.00). CLTCX has a lower initial minimum investment than CARYX: CLTCX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 6.29 vs. CLTCX (-3.42). CLTCX (9.97) and CARYX (9.64) have equivalent 5 years return.
CARYXCLTCXCARYX / CLTCX
Total Expense Ratio0.772.2834%
Annual Report Gross Expense Ratio0.772.8627%
Fund Existence11 years13 years-
Gain YTD1.254-1.601-78%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.36B20.2M11,673%
Annual Yield % from dividends2.540.00-
Returns for 1 year6.29-3.42-184%
Returns for 3 years11.77-10.45-113%
Returns for 5 years9.649.9797%
Returns for 10 years18.77-2.80-671%
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