CARYX
Price
$10.90
Change
+$0.11 (+1.02%)
Updated
Oct 20 closing price
Net Assets
2.5B
SRGAX
Price
$13.84
Change
+$0.12 (+0.87%)
Updated
Oct 20 closing price
Net Assets
22.27M
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CARYX vs SRGAX

Header iconCARYX vs SRGAX Comparison
Open Charts CARYX vs SRGAXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.90
Change+$0.11 (+1.02%)
VolumeN/A
Net Assets2.5B
Stringer Tactical Adaptive Risk A
Price$13.84
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets22.27M
CARYX vs SRGAX Comparison Chart in %
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CARYX vs. SRGAX commentary
Oct 21, 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 SRGAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. SRGAX (22.3M). CARYX pays higher dividends than SRGAX: CARYX (2.28) vs SRGAX (1.23). CARYX was incepted earlier than SRGAX: CARYX (11 years) vs SRGAX (13 years). SRGAX (2.56) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. SRGAX (133.00). SRGAX has a lower initial minimum investment than CARYX: SRGAX (5000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 10.00 vs. SRGAX (8.24). SRGAX return over 5 years is better than : 14.31 vs. CARYX (12.37).
CARYXSRGAXCARYX / SRGAX
Total Expense Ratio0.771.5649%
Annual Report Gross Expense Ratio0.772.5630%
Fund Existence11 years13 years-
Gain YTD12.74812.065106%
Front LoadN/A6%-
Min. Initial Investment1000000500020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B22.3M11,206%
Annual Yield % from dividends2.281.23186%
Returns for 1 year10.008.24121%
Returns for 3 years35.6938.3693%
Returns for 5 years12.3714.3186%
Returns for 10 years35.6932.82109%
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