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CARYX vs CLTIX
CARYX vs CLTIX Comparison Chart in %
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CARYX vs. CLTIX commentary
Sep 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. CLTIX (18.4M). CARYX pays higher dividends than CLTIX: CARYX (2.34) vs CLTIX (0.23). 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: 186.00 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 : 9.38 vs. CLTIX (8.12). CLTIX return over 5 years is better than : 9.65 vs. CARYX (8.33).
| 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 | 8.986 | 8.504 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 18.4M | 13,402% |
| Annual Yield % from dividends | 2.34 | 0.23 | 1,001% |
| Returns for 1 year | 9.38 | 8.12 | 115% |
| Returns for 3 years | 23.50 | 7.19 | 327% |
| Returns for 5 years | 8.33 | 9.65 | 86% |
| Returns for 10 years | 36.76 | 28.95 | 127% |
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