Interact to see
Advertisement
Advertisement
CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CARYX vs. UPAAX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.35B vs. UPAAX (2.31M). CARYX pays higher dividends than UPAAX: CARYX (2.54) 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: 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 : 5.60 vs. UPAAX (0.31). UPAAX return over 5 years is better than : 83.46 vs. CARYX (9.56).
| 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 | 8 years | - |
| Gain YTD | 1.672 | -6.786 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 2.31M | 101,688% |
| Annual Yield % from dividends | 2.54 | 0.00 | - |
| Returns for 1 year | 5.60 | 0.31 | 1,821% |
| Returns for 3 years | 11.76 | 16.20 | 73% |
| Returns for 5 years | 9.56 | 83.46 | 11% |
| Returns for 10 years | 18.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement