CARYX
Price
$10.78
Change
-$0.01 (-0.09%)
Updated
Oct 16 closing price
Net Assets
2.5B
LCORX
Price
$23.93
Change
-$0.12 (-0.50%)
Updated
Oct 17 closing price
Net Assets
565.06M
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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$10.78
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets2.5B
Leuthold Core Investment Retail
Price$23.93
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets565.06M
CARYX vs LCORX Comparison Chart in %
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CARYX vs. LCORX commentary
Oct 18, 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.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. LCORX (565M). CARYX pays higher dividends than LCORX: CARYX (2.28) vs LCORX (1.26). 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 : 10.11 vs. LCORX (4.90). LCORX return over 5 years is better than : 23.23 vs. CARYX (11.68).
CARYXLCORXCARYX / LCORX
Total Expense Ratio0.771.4354%
Annual Report Gross Expense Ratio0.771.4354%
Fund Existence11 years30 years-
Gain YTD12.74813.92192%
Front LoadN/AN/A-
Min. Initial Investment10000001000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B565M442%
Annual Yield % from dividends2.281.26181%
Returns for 1 year10.114.90206%
Returns for 3 years35.2322.99153%
Returns for 5 years11.6823.2350%
Returns for 10 years36.7840.9490%
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