CARYX
Price
$10.80
Change
-$0.02 (-0.18%)
Updated
Nov 18 closing price
Net Assets
2.48B
LCORX
Price
$22.08
Change
+$0.01 (+0.05%)
Updated
Nov 18 closing price
Net Assets
543.96M
Interact to see
Advertisement

CARYX vs LCORX

Header iconCARYX vs LCORX Comparison
Open Charts CARYX vs LCORXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.80
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets2.48B
Leuthold Core Investment Retail
Price$22.08
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets543.96M
CARYX vs LCORX Comparison Chart in %
View a ticker or compare two or three
VS
CARYX vs. LCORX commentary
Nov 20, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.48B vs. LCORX (544M). CARYX pays higher dividends than LCORX: CARYX (2.24) vs LCORX (1.28). 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 : 11.66 vs. LCORX (1.36). LCORX return over 5 years is better than : 12.70 vs. CARYX (9.54).
CARYXLCORXCARYX / LCORX
Total Expense Ratio0.771.4354%
Annual Report Gross Expense Ratio0.771.4354%
Fund Existence11 years30 years-
Gain YTD12.8534.542283%
Front LoadN/AN/A-
Min. Initial Investment10000001000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.48B544M456%
Annual Yield % from dividends2.241.28175%
Returns for 1 year11.661.36857%
Returns for 3 years30.3714.16215%
Returns for 5 years9.5412.7075%
Returns for 10 years37.7429.81127%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GDE56.940.10
+0.18%
WisdomTree Efcnt Gld Pls Eq Stgy ETF
UTG36.750.06
+0.16%
Reaves Utility Income Fund
HIPS11.610.01
+0.06%
GraniteShares HIPS US High Income ETF
LDRH24.830.01
+0.06%
iShares iBonds 1-5 Year High Yield and Income Ladder ETF
FSST30.89N/A
N/A
Fidelity Sustainable U.S. Equity ETF