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CARYX vs LCRIX
CARYX vs LCRIX Comparison Chart in %
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CARYX vs. LCRIX commentary
Jul 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 LCRIX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.43B vs. LCRIX (533M). CARYX pays higher dividends than LCRIX: CARYX (2.40) vs LCRIX (1.62). CARYX was incepted earlier than LCRIX: CARYX (11 years) vs LCRIX (19 years). LCRIX (1.34) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. LCRIX (39.54). LCRIX has a lower initial minimum investment than CARYX: LCRIX (100000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 7.31 vs. LCRIX (3.70). LCRIX return over 5 years is better than : 23.93 vs. CARYX (11.39).
| CARYX | LCRIX | CARYX / LCRIX | |
| Total Expense Ratio | 0.77 | 1.34 | 57% |
| Annual Report Gross Expense Ratio | 0.77 | 1.34 | 57% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 6.165 | 6.894 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 533M | 455% |
| Annual Yield % from dividends | 2.40 | 1.62 | 148% |
| Returns for 1 year | 7.31 | 3.70 | 198% |
| Returns for 3 years | 19.92 | 14.05 | 142% |
| Returns for 5 years | 11.39 | 23.93 | 48% |
| Returns for 10 years | 28.40 | 31.63 | 90% |
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