CARYX
Price
$10.07
Change
-$0.04 (-0.40%)
Updated
Jun 25 closing price
Net Assets
2.42B
FLDFX
Price
$12.77
Change
-$0.02 (-0.16%)
Updated
Jun 25 closing price
Net Assets
414.14M
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CARYX vs FLDFX

Header iconCARYX vs FLDFX Comparison
Open Charts CARYX vs FLDFXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.07
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets2.42B
Meeder Balanced Retail
Price$12.77
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets414.14M
CARYX vs FLDFX Comparison Chart in %
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CARYX vs. FLDFX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.42B vs. FLDFX (414M). CARYX pays higher dividends than FLDFX: CARYX (2.49) vs FLDFX (1.30). 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 : 8.35 vs. FLDFX (-6.45). FLDFX return over 5 years is better than : 23.35 vs. CARYX (13.18).
CARYXFLDFXCARYX / FLDFX
Total Expense Ratio0.771.5051%
Annual Report Gross Expense Ratio0.771.5051%
Fund Existence11 years19 years-
Gain YTD5.6432.651213%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.42B414M585%
Annual Yield % from dividends2.491.30192%
Returns for 1 year8.35-6.45-129%
Returns for 3 years19.3313.43144%
Returns for 5 years13.1823.3556%
Returns for 10 years27.1329.6292%
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