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CARYX vs HTDAX
CARYX vs HTDAX Comparison Chart
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CARYX vs. HTDAX commentary
Apr 29, 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 HTDAX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.35B vs. HTDAX (85.1M). CARYX pays higher dividends than HTDAX: CARYX (2.53) vs HTDAX (0.00). CARYX was incepted earlier than HTDAX: CARYX (11 years) vs HTDAX (10 years). HTDAX (1.90) is less costly to investors than CARYX (0.77). HTDAX is a more actively managed with annual turnover of: 226.00 vs. CARYX (190.00). HTDAX has a lower initial minimum investment than CARYX: HTDAX (2500) vs CARYX (1000000). HTDAX (7.51) and CARYX (7.25) have marching annual gain over last year. HTDAX return over 5 years is better than : 28.46 vs. CARYX (8.62).
| CARYX | HTDAX | CARYX / HTDAX | |
| Total Expense Ratio | 0.77 | 1.90 | 41% |
| Annual Report Gross Expense Ratio | 0.77 | 1.90 | 41% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 0.313 | -5.476 | -6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 85.1M | 2,765% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 7.25 | 7.51 | 97% |
| Returns for 3 years | 9.03 | 11.76 | 77% |
| Returns for 5 years | 8.62 | 28.46 | 30% |
| Returns for 10 years | 16.64 | N/A | - |
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