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CARYX vs JHAAX
CARYX vs JHAAX Comparison Chart
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CARYX vs. JHAAX commentary
Apr 05, 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: 2.39B vs. JHAAX (244M). CARYX pays higher dividends than JHAAX: CARYX (2.53) vs JHAAX (1.55). CARYX was incepted earlier than JHAAX: CARYX (11 years) vs JHAAX (13 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 : 6.39 vs. JHAAX (4.42). JHAAX return over 5 years is better than : 20.57 vs. CARYX (12.94).
| 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 | 13 years | - |
| Gain YTD | 1.672 | 1.287 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 244M | 981% |
| Annual Yield % from dividends | 2.53 | 1.55 | 164% |
| Returns for 1 year | 6.39 | 4.42 | 144% |
| Returns for 3 years | 6.60 | 5.83 | 113% |
| Returns for 5 years | 12.94 | 20.57 | 63% |
| Returns for 10 years | 17.54 | 15.59 | 113% |
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