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CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart
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CARYX vs. FLDFX commentary
Jun 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 FLDFX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.38B vs. FLDFX (410M). 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 : 7.79 vs. FLDFX (-6.58). FLDFX return over 5 years is better than : 19.10 vs. CARYX (9.35).
| 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 | 3.344 | 0.805 | 415% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 410M | 580% |
| Annual Yield % from dividends | 2.49 | 1.30 | 192% |
| Returns for 1 year | 7.79 | -6.58 | -118% |
| Returns for 3 years | 13.72 | 8.12 | 169% |
| Returns for 5 years | 9.35 | 19.10 | 49% |
| Returns for 10 years | 24.62 | 27.63 | 89% |
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