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CARYX vs GIPUX
CARYX vs GIPUX Comparison Chart in %
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CARYX vs. GIPUX commentary
Oct 09, 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 GIPUX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. GIPUX (582M). GIPUX pays higher dividends than CARYX: GIPUX (4.20) vs CARYX (2.28). CARYX was incepted earlier than GIPUX: CARYX (11 years) vs GIPUX (10 years). CARYX (0.77) is less costly to investors than GIPUX (0.68). CARYX is a more actively managed with annual turnover of: 186.00 vs. GIPUX (29.00). CARYX has a lower initial minimum investment than GIPUX: CARYX (1000000) vs GIPUX (5000000). CARYX annual gain was more profitable for investors over the last year : 10.78 vs. GIPUX (9.32). GIPUX return over 5 years is better than : 25.74 vs. CARYX (11.47).
| CARYX | GIPUX | CARYX / GIPUX | |
| Total Expense Ratio | 0.77 | 0.61 | 126% |
| Annual Report Gross Expense Ratio | 0.77 | 0.68 | 113% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 12.644 | 9.886 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 582M | 430% |
| Annual Yield % from dividends | 2.28 | 4.20 | 54% |
| Returns for 1 year | 10.78 | 9.32 | 116% |
| Returns for 3 years | 34.65 | 37.57 | 92% |
| Returns for 5 years | 11.47 | 25.74 | 45% |
| Returns for 10 years | 37.20 | 59.26 | 63% |
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