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CARYX vs GIPUX
CARYX vs GIPUX Comparison Chart in %
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CARYX vs. GIPUX commentary
Nov 20, 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: 2.48B vs. GIPUX (575M). GIPUX pays higher dividends than CARYX: GIPUX (4.14) vs CARYX (2.24). 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 : 11.21 vs. GIPUX (9.24). GIPUX return over 5 years is better than : 22.83 vs. CARYX (9.54).
| 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 | 12.853 | 9.631 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 575M | 431% |
| Annual Yield % from dividends | 2.24 | 4.14 | 54% |
| Returns for 1 year | 11.21 | 9.24 | 121% |
| Returns for 3 years | 30.37 | 31.27 | 97% |
| Returns for 5 years | 9.54 | 22.83 | 42% |
| Returns for 10 years | 37.74 | 57.31 | 66% |
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