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CARYX vs CLTIX
CARYX vs CLTIX Comparison Chart
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CARYX vs. CLTIX commentary
Apr 03, 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 CLTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.39B vs. CLTIX (21.6M). CARYX pays higher dividends than CLTIX: CARYX (2.53) vs CLTIX (0.26). CARYX was incepted earlier than CLTIX: CARYX (11 years) vs CLTIX (11 years). CLTIX (1.82) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. CLTIX (17.00). CLTIX has a lower initial minimum investment than CARYX: CLTIX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 5.51 vs. CLTIX (-6.60). CLTIX return over 5 years is better than : 29.14 vs. CARYX (12.02).
| CARYX | CLTIX | CARYX / CLTIX | |
| Total Expense Ratio | 0.77 | 1.28 | 60% |
| Annual Report Gross Expense Ratio | 0.77 | 1.82 | 42% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 1.045 | -1.978 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 21.6M | 11,060% |
| Annual Yield % from dividends | 2.53 | 0.26 | 973% |
| Returns for 1 year | 5.51 | -6.60 | -83% |
| Returns for 3 years | 6.25 | -15.42 | -41% |
| Returns for 5 years | 12.02 | 29.14 | 41% |
| Returns for 10 years | 17.49 | 5.12 | 342% |