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CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart
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CARYX vs. UPAAX commentary
Jan 19, 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: 2.47B vs. UPAAX (2.62M). 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 : 36.76 vs. CARYX (10.81). UPAAX return over 5 years is better than : 94.10 vs. CARYX (1.34).
| CARYX | UPAAX | CARYX / UPAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 1.045 | 5.500 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 2.62M | 94,302% |
| Annual Yield % from dividends | 0.56 | 0.71 | 78% |
| Returns for 1 year | 10.81 | 36.76 | 29% |
| Returns for 3 years | 3.00 | 4.04 | 74% |
| Returns for 5 years | 1.34 | 94.10 | 1% |
| Returns for 10 years | 18.87 | N/A | - |
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