CARYX
Price
$10.15
Change
+$0.01 (+0.10%)
Updated
Jun 27 closing price
Net Assets
2.43B
LCORX
Price
$22.54
Change
+$0.02 (+0.09%)
Updated
Jun 27 closing price
Net Assets
532.14M
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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$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.43B
Leuthold Core Investment Retail
Price$22.54
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets532.14M
CARYX vs LCORX Comparison Chart in %
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CARYX vs. LCORX commentary
Jul 01, 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.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.43B vs. LCORX (532M). CARYX pays higher dividends than LCORX: CARYX (2.49) 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 : 9.00 vs. LCORX (3.60). LCORX return over 5 years is better than : 26.33 vs. CARYX (13.63).
CARYXLCORXCARYX / LCORX
Total Expense Ratio0.771.4354%
Annual Report Gross Expense Ratio0.771.4354%
Fund Existence11 years30 years-
Gain YTD6.0616.46894%
Front LoadN/AN/A-
Min. Initial Investment10000001000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B532M457%
Annual Yield % from dividends2.491.36183%
Returns for 1 year9.003.60250%
Returns for 3 years20.9512.56167%
Returns for 5 years13.6326.3352%
Returns for 10 years28.4130.3993%
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