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CARYX vs LCRIX
CARYX vs LCRIX Comparison
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CARYX vs LCRIX Comparison Chart in %
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CARYX vs. LCRIX commentary
Jun 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.58B vs. LCRIX (559M). CARYX pays higher dividends than LCRIX: CARYX (2.65) vs LCRIX (1.07). CARYX was incepted earlier than LCRIX: CARYX (12 years) vs LCRIX (20 years). LCRIX (1.24) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. LCRIX (64.00). 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 : 18.05 vs. LCRIX (9.19). CARYX return over 5 years is better than : 10.68 vs. LCRIX (8.44).
| CARYX | LCRIX | CARYX / LCRIX | |
| Total Expense Ratio | 0.77 | 1.24 | 62% |
| Annual Report Gross Expense Ratio | 0.77 | 1.24 | 62% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 8.553 | 7.094 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 559M | 462% |
| Annual Yield % from dividends | 2.65 | 1.07 | 247% |
| Returns for 1 year | 18.05 | 9.19 | 196% |
| Returns for 3 years | 41.44 | 20.52 | 202% |
| Returns for 5 years | 10.68 | 8.44 | 127% |
| Returns for 10 years | 47.58 | 43.87 | 108% |
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