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CARYX vs SAPEX
CARYX vs SAPEX Comparison Chart in %
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CARYX vs. SAPEX commentary
Jul 09, 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 SAPEX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.43B vs. SAPEX (9.92M). CARYX pays higher dividends than SAPEX: CARYX (2.40) vs SAPEX (1.28). CARYX was incepted earlier than SAPEX: CARYX (11 years) vs SAPEX (10 years). SAPEX (1.99) is less costly to investors than CARYX (0.77). SAPEX is a more actively managed with annual turnover of: 1756.00 vs. CARYX (190.00). SAPEX has a lower initial minimum investment than CARYX: SAPEX (1000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 7.31 vs. SAPEX (2.60). CARYX return over 5 years is better than : 11.81 vs. SAPEX (-25.82).
| CARYX | SAPEX | CARYX / SAPEX | |
| Total Expense Ratio | 0.77 | 1.99 | 39% |
| Annual Report Gross Expense Ratio | 0.77 | 1.99 | 39% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 6.270 | 5.306 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 9.92M | 24,488% |
| Annual Yield % from dividends | 2.40 | 1.28 | 187% |
| Returns for 1 year | 7.31 | 2.60 | 282% |
| Returns for 3 years | 20.04 | 15.71 | 128% |
| Returns for 5 years | 11.81 | -25.82 | -46% |
| Returns for 10 years | 28.53 | 5.47 | 522% |
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