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CARYX vs SRGAX
CARYX vs SRGAX Comparison Chart in %
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CARYX vs. SRGAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.49B vs. SRGAX (22.5M). CARYX pays higher dividends than SRGAX: CARYX (2.34) vs SRGAX (1.26). CARYX was incepted earlier than SRGAX: CARYX (11 years) vs SRGAX (12 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 : 9.66 vs. SRGAX (8.76). SRGAX return over 5 years is better than : 13.62 vs. CARYX (10.04).
| CARYX | SRGAX | CARYX / SRGAX | |
| Total Expense Ratio | 0.77 | 1.56 | 49% |
| Annual Report Gross Expense Ratio | 0.77 | 2.56 | 30% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 11.390 | 10.607 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 22.5M | 11,076% |
| Annual Yield % from dividends | 2.34 | 1.26 | 185% |
| Returns for 1 year | 9.66 | 8.76 | 110% |
| Returns for 3 years | 27.99 | 32.39 | 86% |
| Returns for 5 years | 10.04 | 13.62 | 74% |
| Returns for 10 years | 38.19 | 34.98 | 109% |
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