CARYX
Price
$10.51
Change
+$0.03 (+0.29%)
Updated
Aug 28 closing price
Net Assets
2.47B
FLDFX
Price
$13.37
Change
+$0.04 (+0.30%)
Updated
Aug 28 closing price
Net Assets
424.65M
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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$10.51
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.47B
Meeder Balanced Retail
Price$13.37
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets424.65M
CARYX vs FLDFX Comparison Chart in %
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CARYX vs. FLDFX commentary
Aug 29, 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: 2.47B vs. FLDFX (425M). 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 (186.00). 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 : 9.12 vs. FLDFX (-4.61). FLDFX return over 5 years is better than : 18.01 vs. CARYX (6.95).
CARYXFLDFXCARYX / FLDFX
Total Expense Ratio0.771.5051%
Annual Report Gross Expense Ratio0.771.5051%
Fund Existence11 years20 years-
Gain YTD9.5097.319130%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.47B425M580%
Annual Yield % from dividends2.391.26190%
Returns for 1 year9.12-4.61-198%
Returns for 3 years22.2718.29122%
Returns for 5 years6.9518.0139%
Returns for 10 years36.0041.8086%
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