CARYX
Price
$9.86
Change
-$0.04 (-0.40%)
Updated
Feb 21 closing price
Net Assets
2.47B
UPAAX
Price
$15.12
Change
-$0.66 (-4.18%)
Updated
Feb 21 closing price
Net Assets
2.68M
Ad is loading...

CARYX vs UPAAX

Header iconCARYX vs UPAAX Comparison
Open Charts CARYX vs UPAAXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$9.86
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets2.47B
Upright Assets Allocation Plus
Price$15.12
Change-$0.66 (-4.18%)
VolumeN/A
Net Assets2.68M
CARYX vs UPAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CARYX vs. UPAAX commentary
Feb 23, 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 UPAAX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. UPAAX (2.68M). UPAAX pays higher dividends than CARYX: UPAAX (0.71) vs CARYX (0.56). CARYX was incepted earlier than UPAAX: CARYX (10 years) vs UPAAX (7 years). CARYX is a more actively managed with annual turnover of: 199.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than CARYX: UPAAX (2000) vs CARYX (1000000). UPAAX annual gain was more profitable for investors over the last year : 26.32 vs. CARYX (10.28). UPAAX return over 5 years is better than : 91.95 vs. CARYX (4.56).
CARYXUPAAXCARYX / UPAAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years7 years-
Gain YTD3.0308.00038%
Front LoadN/AN/A-
Min. Initial Investment1000000200050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.47B2.68M92,152%
Annual Yield % from dividends0.560.7178%
Returns for 1 year10.2826.3239%
Returns for 3 years7.6016.8845%
Returns for 5 years4.5691.955%
Returns for 10 years19.57N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WELNX9.590.03
+0.31%
William Blair Emerging Mkts Ldrs N
OAKBX36.89-0.24
-0.65%
Oakmark Equity And Income Investor
BRZIX11.90-0.08
-0.67%
BlackRock Sus Adg Intl Eq Ins
GLOSX19.52-0.21
-1.06%
Pioneer Global Sustainable Equity A
AGRCX10.33-0.22
-2.09%
AB Growth C