CARYX
Price
$10.51
Change
+$0.03 (+0.29%)
Updated
Aug 28 closing price
Net Assets
2.47B
LCRIX
Price
$23.48
Change
+$0.05 (+0.21%)
Updated
Aug 28 closing price
Net Assets
540.24M
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CARYX vs LCRIX

Header iconCARYX vs LCRIX Comparison
Open Charts CARYX vs LCRIXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.51
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.47B
Leuthold Core Investment Institutional
Price$23.48
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets540.24M
CARYX vs LCRIX Comparison Chart in %
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CARYX vs. LCRIX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. LCRIX (540M). CARYX pays higher dividends than LCRIX: CARYX (2.39) vs LCRIX (1.63). CARYX was incepted earlier than LCRIX: CARYX (11 years) vs LCRIX (20 years). LCRIX (1.34) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 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 : 9.12 vs. LCRIX (3.55). LCRIX return over 5 years is better than : 21.54 vs. CARYX (6.95).
CARYXLCRIXCARYX / LCRIX
Total Expense Ratio0.771.3457%
Annual Report Gross Expense Ratio0.771.3457%
Fund Existence11 years20 years-
Gain YTD9.50910.28392%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.47B540M457%
Annual Yield % from dividends2.391.63147%
Returns for 1 year9.123.55257%
Returns for 3 years22.2714.73151%
Returns for 5 years6.9521.5432%
Returns for 10 years36.0039.5891%
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