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CARYX vs LCORX
CARYX vs LCORX Comparison Chart in %
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CARYX vs. LCORX commentary
Aug 10, 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 LCORX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.45B vs. LCORX (533M). CARYX pays higher dividends than LCORX: CARYX (2.39) vs LCORX (1.36). CARYX was incepted earlier than LCORX: CARYX (11 years) vs LCORX (30 years). LCORX (1.43) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. LCORX (39.54). LCORX has a lower initial minimum investment than CARYX: LCORX (10000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 11.16 vs. LCORX (4.37). LCORX return over 5 years is better than : 19.03 vs. CARYX (8.46).
| CARYX | LCORX | CARYX / LCORX | |
| Total Expense Ratio | 0.77 | 1.43 | 54% |
| Annual Report Gross Expense Ratio | 0.77 | 1.43 | 54% |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 8.046 | 7.696 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 533M | 459% |
| Annual Yield % from dividends | 2.39 | 1.36 | 176% |
| Returns for 1 year | 11.16 | 4.37 | 255% |
| Returns for 3 years | 18.04 | 11.91 | 151% |
| Returns for 5 years | 8.46 | 19.03 | 44% |
| Returns for 10 years | 29.64 | 31.33 | 95% |
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