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CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart
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VS
VS
CARYX vs. FLDFX commentary
Nov 23, 2024
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: 2.54B vs. FLDFX (415M). FLDFX pays higher dividends than CARYX: FLDFX (1.47) vs CARYX (0.56). CARYX was incepted earlier than FLDFX: CARYX (10 years) vs FLDFX (19 years). FLDFX is a more actively managed with annual turnover of: 273.00 vs. CARYX (199.00). FLDFX has a lower initial minimum investment than CARYX: FLDFX (2500) vs CARYX (1000000). FLDFX annual gain was more profitable for investors over the last year : 19.43 vs. CARYX (15.97). FLDFX return over 5 years is better than : 27.08 vs. CARYX (3.14).
| CARYX | FLDFX | CARYX / FLDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 10.110 | 13.913 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 415M | 613% |
| Annual Yield % from dividends | 0.56 | 1.47 | 38% |
| Returns for 1 year | 15.97 | 19.43 | 82% |
| Returns for 3 years | -10.41 | 4.66 | -223% |
| Returns for 5 years | 3.14 | 27.08 | 12% |
| Returns for 10 years | 18.28 | 35.43 | 52% |