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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
Aug 20, 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 (559M). CARYX pays higher dividends than LCRIX: CARYX (2.68) vs LCRIX (1.05). 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: 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 : 16.52 vs. LCRIX (6.62). CARYX return over 5 years is better than : 11.16 vs. LCRIX (8.57).
| 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 | 10.338 | 8.471 | 122% |
| 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 | 559M | 468% |
| Annual Yield % from dividends | 2.68 | 1.05 | 255% |
| Returns for 1 year | 16.52 | 6.62 | 250% |
| Returns for 3 years | 46.64 | 21.44 | 218% |
| Returns for 5 years | 11.16 | 8.57 | 130% |
| Returns for 10 years | 42.55 | 41.96 | 101% |
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