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CARYX vs UPAAX
CARYX vs UPAAX Comparison
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CARYX vs UPAAX Comparison Chart in %
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CARYX vs. UPAAX commentary
Aug 23, 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: 2.62B vs. UPAAX (4.39M). CARYX pays higher dividends than UPAAX: CARYX (2.68) 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: 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 : 53.72 vs. CARYX (16.64). UPAAX return over 5 years is better than : 71.37 vs. CARYX (11.16).
| 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 | 10.338 | 31.724 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 4.39M | 59,813% |
| Annual Yield % from dividends | 2.68 | 0.05 | 5,322% |
| Returns for 1 year | 16.64 | 53.72 | 31% |
| Returns for 3 years | 46.82 | 132.57 | 35% |
| Returns for 5 years | 11.16 | 71.37 | 16% |
| Returns for 10 years | 42.15 | N/A | - |
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