CARYX
Price
$10.52
Change
+$0.06 (+0.57%)
Updated
Sep 4 closing price
Net Assets
2.47B
UPAAX
Price
$15.88
Change
+$0.28 (+1.79%)
Updated
Sep 4 closing price
Net Assets
2.8M
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CARYX vs UPAAX

Header iconCARYX vs UPAAX Comparison
Open Charts CARYX vs UPAAXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.52
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets2.47B
Upright Assets Allocation Plus
Price$15.88
Change+$0.28 (+1.79%)
VolumeN/A
Net Assets2.8M
CARYX vs UPAAX Comparison Chart in %
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CARYX vs. UPAAX commentary
Sep 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. UPAAX (2.8M). CARYX pays higher dividends than UPAAX: CARYX (2.34) vs UPAAX (0.00). CARYX was incepted earlier than UPAAX: CARYX (11 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 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 : 27.35 vs. CARYX (9.36). UPAAX return over 5 years is better than : 97.05 vs. CARYX (8.65).
CARYXUPAAXCARYX / UPAAX
Total Expense Ratio0.773.2823%
Annual Report Gross Expense Ratio0.773.2823%
Fund Existence11 years8 years-
Gain YTD9.30011.42981%
Front LoadN/AN/A-
Min. Initial Investment1000000200050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.47B2.8M88,317%
Annual Yield % from dividends2.340.00-
Returns for 1 year9.3627.3534%
Returns for 3 years23.8555.2343%
Returns for 5 years8.6597.059%
Returns for 10 years37.15N/A-
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