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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
Sep 10, 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: 2.62B vs. LCRIX (560M). CARYX pays higher dividends than LCRIX: CARYX (2.64) vs LCRIX (1.02). CARYX was incepted earlier than LCRIX: CARYX (12 years) vs LCRIX (21 years). LCRIX (1.24) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 167.00 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 : 13.33 vs. LCRIX (3.99). LCRIX (9.57) and CARYX (9.35) have equivalent 5 years return.
| 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 | 21 years | - |
| Gain YTD | 9.586 | 9.049 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 560M | 468% |
| Annual Yield % from dividends | 2.64 | 1.02 | 258% |
| Returns for 1 year | 13.33 | 3.99 | 334% |
| Returns for 3 years | 43.45 | 21.39 | 203% |
| Returns for 5 years | 9.35 | 9.57 | 98% |
| Returns for 10 years | 44.01 | 45.35 | 97% |
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