CARYX
Price
$10.63
Change
-$0.04 (-0.37%)
Updated
Sep 25 closing price
Net Assets
2.49B
UPAAX
Price
$16.81
Change
-$0.22 (-1.29%)
Updated
Sep 25 closing price
Net Assets
3M
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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$10.63
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets2.49B
Upright Assets Allocation Plus
Price$16.81
Change-$0.22 (-1.29%)
VolumeN/A
Net Assets3M
CARYX vs UPAAX Comparison Chart in %
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CARYX vs. UPAAX commentary
Sep 26, 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.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.49B vs. UPAAX (3M). 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 : 30.70 vs. CARYX (9.00). UPAAX return over 5 years is better than : 124.98 vs. CARYX (14.50).
CARYXUPAAXCARYX / UPAAX
Total Expense Ratio0.773.2823%
Annual Report Gross Expense Ratio0.773.2823%
Fund Existence11 years8 years-
Gain YTD11.49421.64353%
Front LoadN/AN/A-
Min. Initial Investment1000000200050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.49B3M82,867%
Annual Yield % from dividends2.340.00-
Returns for 1 year9.0030.7029%
Returns for 3 years33.5896.8635%
Returns for 5 years14.50124.9812%
Returns for 10 years41.08N/A-
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