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CARYX vs UTMAX
CARYX vs UTMAX Comparison Chart
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CARYX vs. UTMAX commentary
Apr 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 UTMAX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.35B vs. UTMAX (433M). CARYX pays higher dividends than UTMAX: CARYX (2.53) vs UTMAX (1.66). CARYX was incepted earlier than UTMAX: CARYX (11 years) vs UTMAX (10 years). CARYX (0.77) is less costly to investors than UTMAX (0.69). CARYX is a more actively managed with annual turnover of: 190.00 vs. UTMAX (148.00). UTMAX has a lower initial minimum investment than CARYX: UTMAX (0) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 7.74 vs. UTMAX (4.10). UTMAX return over 5 years is better than : 11.06 vs. CARYX (9.02).
| CARYX | UTMAX | CARYX / UTMAX | |
| Total Expense Ratio | 0.77 | 0.69 | 112% |
| Annual Report Gross Expense Ratio | 0.77 | 0.69 | 112% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 0.000 | -4.026 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 433M | 542% |
| Annual Yield % from dividends | 2.53 | 1.66 | 153% |
| Returns for 1 year | 7.74 | 4.10 | 189% |
| Returns for 3 years | 7.81 | 5.99 | 130% |
| Returns for 5 years | 9.02 | 11.06 | 82% |
| Returns for 10 years | 15.06 | N/A | - |
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