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CARYX vs JHAIX
CARYX vs JHAIX Comparison Chart
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CARYX vs. JHAIX commentary
Apr 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 JHAIX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.23B vs. JHAIX (236M). CARYX pays higher dividends than JHAIX: CARYX (2.53) vs JHAIX (1.81). CARYX was incepted earlier than JHAIX: CARYX (11 years) vs JHAIX (13 years). JHAIX (1.32) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. JHAIX (47.00). JHAIX has a lower initial minimum investment than CARYX: JHAIX (250000) vs CARYX (1000000). JHAIX annual gain was more profitable for investors over the last year : 2.13 vs. CARYX (-1.47). JHAIX return over 5 years is better than : 14.89 vs. CARYX (2.98).
| CARYX | JHAIX | CARYX / JHAIX | |
| Total Expense Ratio | 0.77 | 1.31 | 59% |
| Annual Report Gross Expense Ratio | 0.77 | 1.32 | 58% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -5.538 | -1.748 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 236M | 943% |
| Annual Yield % from dividends | 2.53 | 1.81 | 140% |
| Returns for 1 year | -1.47 | 2.13 | -69% |
| Returns for 3 years | 0.72 | 3.14 | 23% |
| Returns for 5 years | 2.98 | 14.89 | 20% |
| Returns for 10 years | 9.31 | 14.16 | 66% |
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