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CARYX vs LCRIX
CARYX vs LCRIX Comparison Chart in %
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CARYX vs. LCRIX commentary
Aug 08, 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: 2.44B vs. LCRIX (535M). 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: 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 : 11.79 vs. LCRIX (5.70). LCRIX return over 5 years is better than : 20.06 vs. CARYX (8.04).
| 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 | 20 years | - |
| Gain YTD | 7.628 | 8.071 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 535M | 457% |
| Annual Yield % from dividends | 2.39 | 1.63 | 147% |
| Returns for 1 year | 11.79 | 5.70 | 207% |
| Returns for 3 years | 17.34 | 12.48 | 139% |
| Returns for 5 years | 8.04 | 20.06 | 40% |
| Returns for 10 years | 29.01 | 32.94 | 88% |
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