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CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart in %
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CARYX vs. FLDFX commentary
Aug 07, 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: 2.44B vs. FLDFX (419M). CARYX pays higher dividends than FLDFX: CARYX (2.39) vs FLDFX (1.26). CARYX was incepted earlier than FLDFX: CARYX (11 years) vs FLDFX (20 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 : 11.11 vs. FLDFX (-1.62). FLDFX return over 5 years is better than : 18.10 vs. CARYX (7.73).
| 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 | 20 years | - |
| Gain YTD | 7.315 | 4.743 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 419M | 582% |
| Annual Yield % from dividends | 2.39 | 1.26 | 190% |
| Returns for 1 year | 11.11 | -1.62 | -684% |
| Returns for 3 years | 17.48 | 14.01 | 125% |
| Returns for 5 years | 7.73 | 18.10 | 43% |
| Returns for 10 years | 29.02 | 33.46 | 87% |
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