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CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart
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CARYX vs. UPAAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.42B vs. UPAAX (2.43M). CARYX pays higher dividends than UPAAX: CARYX (2.49) 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 : 8.26 vs. UPAAX (3.55). UPAAX return over 5 years is better than : 84.62 vs. CARYX (12.19).
| 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 | 5.225 | -2.143 | -244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 2.43M | 99,588% |
| Annual Yield % from dividends | 2.49 | 0.00 | - |
| Returns for 1 year | 8.26 | 3.55 | 232% |
| Returns for 3 years | 21.56 | 32.65 | 66% |
| Returns for 5 years | 12.19 | 84.62 | 14% |
| Returns for 10 years | 26.38 | N/A | - |
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