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CARYX vs HCYIX
CARYX vs HCYIX Comparison Chart
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CARYX vs. HCYIX commentary
May 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 HCYIX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.36B vs. HCYIX (121M). HCYIX pays higher dividends than CARYX: HCYIX (3.80) vs CARYX (2.54). CARYX was incepted earlier than HCYIX: CARYX (11 years) vs HCYIX (12 years). HCYIX (1.27) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. HCYIX (83.00). HCYIX has a lower initial minimum investment than CARYX: HCYIX (50000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 6.74 vs. HCYIX (5.77). HCYIX return over 5 years is better than : 33.92 vs. CARYX (9.75).
| CARYX | HCYIX | CARYX / HCYIX | |
| Total Expense Ratio | 0.77 | 1.05 | 73% |
| Annual Report Gross Expense Ratio | 0.77 | 1.27 | 61% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 1.358 | -0.125 | -1,087% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 121M | 1,951% |
| Annual Yield % from dividends | 2.54 | 3.80 | 67% |
| Returns for 1 year | 6.74 | 5.77 | 117% |
| Returns for 3 years | 12.35 | 14.21 | 87% |
| Returns for 5 years | 9.75 | 33.92 | 29% |
| Returns for 10 years | 19.01 | 48.14 | 39% |
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