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CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart
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CARYX vs. FLDFX commentary
May 13, 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 FLDFX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.36B vs. FLDFX (399M). CARYX pays higher dividends than FLDFX: CARYX (2.54) vs FLDFX (1.34). CARYX was incepted earlier than FLDFX: CARYX (11 years) vs FLDFX (19 years). FLDFX (1.50) is less costly to investors than CARYX (0.77). FLDFX is a more actively managed with annual turnover of: 247.00 vs. CARYX (190.00). FLDFX has a lower initial minimum investment than CARYX: FLDFX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 6.29 vs. FLDFX (-7.95). FLDFX return over 5 years is better than : 20.66 vs. CARYX (10.17).
| CARYX | FLDFX | CARYX / FLDFX | |
| Total Expense Ratio | 0.77 | 1.50 | 51% |
| Annual Report Gross Expense Ratio | 0.77 | 1.50 | 51% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 1.254 | -1.843 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 399M | 591% |
| Annual Yield % from dividends | 2.54 | 1.34 | 190% |
| Returns for 1 year | 6.29 | -7.95 | -79% |
| Returns for 3 years | 10.73 | 5.71 | 188% |
| Returns for 5 years | 10.17 | 20.66 | 49% |
| Returns for 10 years | 16.83 | 22.50 | 75% |
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