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CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart
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CARYX vs. UPAAX commentary
Apr 04, 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.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.39B vs. UPAAX (2.21M). CARYX pays higher dividends than UPAAX: CARYX (2.53) vs UPAAX (0.00). CARYX was incepted earlier than UPAAX: CARYX (11 years) vs UPAAX (7 years). UPAAX (3.28) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than CARYX: UPAAX (2000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 6.39 vs. UPAAX (-1.26). UPAAX return over 5 years is better than : 92.66 vs. CARYX (12.94).
| CARYX | UPAAX | CARYX / UPAAX | |
| Total Expense Ratio | 0.77 | 3.28 | 23% |
| Annual Report Gross Expense Ratio | 0.77 | 3.28 | 23% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 1.672 | -10.714 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 2.21M | 108,134% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 6.39 | -1.26 | -505% |
| Returns for 3 years | 6.60 | -5.83 | -113% |
| Returns for 5 years | 12.94 | 92.66 | 14% |
| Returns for 10 years | 17.54 | N/A | - |
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