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CARYX vs SRGAX
CARYX vs SRGAX Comparison Chart in %
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CARYX vs. SRGAX commentary
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.43B vs. SRGAX (23.2M). CARYX pays higher dividends than SRGAX: CARYX (2.40) vs SRGAX (1.29). 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: 190.00 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 : 6.42 vs. SRGAX (2.94). SRGAX return over 5 years is better than : 13.50 vs. CARYX (11.30).
| 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 | 6.583 | 5.020 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 23.2M | 10,491% |
| Annual Yield % from dividends | 2.40 | 1.29 | 186% |
| Returns for 1 year | 6.42 | 2.94 | 218% |
| Returns for 3 years | 19.76 | 25.01 | 79% |
| Returns for 5 years | 11.30 | 13.50 | 84% |
| Returns for 10 years | 27.25 | 18.67 | 146% |
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