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CARYX vs FLDFX
CARYX vs FLDFX Comparison
Open Charts CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart in %
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CARYX vs. FLDFX commentary
Jul 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.58B vs. FLDFX (489M). CARYX pays higher dividends than FLDFX: CARYX (2.66) vs FLDFX (0.89). CARYX was incepted earlier than FLDFX: CARYX (12 years) vs FLDFX (20 years). FLDFX (1.47) is less costly to investors than CARYX (0.77). FLDFX is a more actively managed with annual turnover of: 243.00 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 : 16.33 vs. FLDFX (13.86). FLDFX return over 5 years is better than : 11.51 vs. CARYX (10.14).
| CARYX | FLDFX | CARYX / FLDFX | |
| Total Expense Ratio | 0.77 | 1.47 | 52% |
| Annual Report Gross Expense Ratio | 0.77 | 1.47 | 52% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 8.459 | 8.108 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 489M | 528% |
| Annual Yield % from dividends | 2.66 | 0.89 | 301% |
| Returns for 1 year | 16.33 | 13.86 | 118% |
| Returns for 3 years | 40.51 | 24.99 | 162% |
| Returns for 5 years | 10.14 | 11.51 | 88% |
| Returns for 10 years | 42.80 | 56.50 | 76% |
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