Interact to see
Advertisement
Advertisement
CARYX vs UPAAX
CARYX vs UPAAX Comparison
Open Charts CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CARYX vs. UPAAX commentary
Sep 12, 2026
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: 2.58B vs. UPAAX (4.33M). CARYX pays higher dividends than UPAAX: CARYX (2.64) vs UPAAX (0.05). CARYX was incepted earlier than UPAAX: CARYX (12 years) vs UPAAX (9 years). UPAAX (2.49) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 167.00 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 : 36.66 vs. CARYX (11.89). UPAAX return over 5 years is better than : 66.85 vs. CARYX (8.88).
| CARYX | UPAAX | CARYX / UPAAX | |
| Total Expense Ratio | 0.77 | 2.49 | 31% |
| Annual Report Gross Expense Ratio | 0.77 | 2.49 | 31% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 9.117 | 30.057 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 4.33M | 59,617% |
| Annual Yield % from dividends | 2.64 | 0.05 | 5,411% |
| Returns for 1 year | 11.89 | 36.66 | 32% |
| Returns for 3 years | 42.67 | 126.66 | 34% |
| Returns for 5 years | 8.88 | 66.85 | 13% |
| Returns for 10 years | 44.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PGINX | 24.38 | 0.27 | +1.12% |
| Impax Global Environmental Markets Instl | |||
| ACIIX | 9.38 | 0.04 | +0.43% |
| American Century Equity Income I | |||
| ERBAX | 20.22 | N/A | N/A |
| Eaton Vance Equity Strategy A | |||
| CWSAX | 22.62 | N/A | N/A |
| Carillon Chartwell Small Cap Growth A | |||
| VDMRX | 11.57 | N/A | N/A |
| Virtus KAR Developing Markets R6 | |||