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CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart
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CARYX vs. FLDFX commentary
Apr 14, 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: 2.29B vs. FLDFX (386M). CARYX pays higher dividends than FLDFX: CARYX (2.53) vs FLDFX (1.33). CARYX was incepted earlier than FLDFX: CARYX (11 years) vs FLDFX (19 years). FLDFX (1.49) is less costly to investors than CARYX (0.77). FLDFX is a more actively managed with annual turnover of: 273.00 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 : 2.67 vs. FLDFX (-10.39). FLDFX return over 5 years is better than : 17.07 vs. CARYX (5.95).
| CARYX | FLDFX | CARYX / FLDFX | |
| Total Expense Ratio | 0.77 | 1.49 | 52% |
| Annual Report Gross Expense Ratio | 0.77 | 1.49 | 52% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | -2.821 | -5.294 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 386M | 592% |
| Annual Yield % from dividends | 2.53 | 1.33 | 191% |
| Returns for 1 year | 2.67 | -10.39 | -26% |
| Returns for 3 years | 3.83 | -1.24 | -308% |
| Returns for 5 years | 5.95 | 17.07 | 35% |
| Returns for 10 years | 12.24 | 18.09 | 68% |
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