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CARYX vs JHAAX
CARYX vs JHAAX Comparison Chart in %
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CARYX vs. JHAAX commentary
Jul 11, 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: 2.44B vs. JHAAX (238M). CARYX pays higher dividends than JHAAX: CARYX (2.40) vs JHAAX (1.53). 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). JHAAX annual gain was more profitable for investors over the last year : 7.53 vs. CARYX (6.85). JHAAX return over 5 years is better than : 17.29 vs. CARYX (11.94).
| 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 | 6.688 | 1.683 | 397% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 238M | 1,024% |
| Annual Yield % from dividends | 2.40 | 1.53 | 157% |
| Returns for 1 year | 6.85 | 7.53 | 91% |
| Returns for 3 years | 20.13 | 8.08 | 249% |
| Returns for 5 years | 11.94 | 17.29 | 69% |
| Returns for 10 years | 28.52 | 16.66 | 171% |
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