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CARYX vs JHAAX
CARYX vs JHAAX Comparison Chart in %
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CARYX vs. JHAAX commentary
Jun 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 JHAAX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.4B vs. JHAAX (239M). CARYX pays higher dividends than JHAAX: CARYX (2.49) vs JHAAX (1.54). CARYX was incepted earlier than JHAAX: CARYX (11 years) vs JHAAX (14 years). JHAAX (1.62) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. JHAAX (47.00). JHAAX has a lower initial minimum investment than CARYX: JHAAX (1000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 6.94 vs. JHAAX (5.70). JHAAX return over 5 years is better than : 16.09 vs. CARYX (11.00).
| CARYX | JHAAX | CARYX / JHAAX | |
| Total Expense Ratio | 0.77 | 1.61 | 48% |
| Annual Report Gross Expense Ratio | 0.77 | 1.62 | 48% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.598 | 1.089 | 422% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 239M | 1,005% |
| Annual Yield % from dividends | 2.49 | 1.54 | 162% |
| Returns for 1 year | 6.94 | 5.70 | 122% |
| Returns for 3 years | 19.93 | 12.62 | 158% |
| Returns for 5 years | 11.00 | 16.09 | 68% |
| Returns for 10 years | 24.88 | 17.54 | 142% |
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