CARYX
Price
$10.71
Change
+$0.05 (+0.47%)
Updated
Sep 15 closing price
Net Assets
2.49B
LCORX
Price
$23.87
Change
+$0.03 (+0.13%)
Updated
Sep 15 closing price
Net Assets
552.15M
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CARYX vs LCORX

Header iconCARYX vs LCORX Comparison
Open Charts CARYX vs LCORXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets2.49B
Leuthold Core Investment Retail
Price$23.87
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets552.15M
CARYX vs LCORX Comparison Chart in %
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CARYX vs. LCORX commentary
Sep 16, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.49B vs. LCORX (552M). CARYX pays higher dividends than LCORX: CARYX (2.34) vs LCORX (1.32). 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: 186.00 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 : 9.66 vs. LCORX (5.80). LCORX return over 5 years is better than : 25.89 vs. CARYX (10.04).
CARYXLCORXCARYX / LCORX
Total Expense Ratio0.771.4354%
Annual Report Gross Expense Ratio0.771.4354%
Fund Existence11 years30 years-
Gain YTD11.39012.92688%
Front LoadN/AN/A-
Min. Initial Investment10000001000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.49B552M451%
Annual Yield % from dividends2.341.32178%
Returns for 1 year9.665.80166%
Returns for 3 years27.9920.26138%
Returns for 5 years10.0425.8939%
Returns for 10 years38.1940.1695%
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