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CARYX vs UTMAX
CARYX vs UTMAX Comparison Chart
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CARYX vs. UTMAX commentary
Apr 04, 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: 2.39B vs. UTMAX (435M). 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 : 6.40 vs. UTMAX (1.76). UTMAX return over 5 years is better than : 22.50 vs. CARYX (12.59).
| 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 | 1.358 | -3.745 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 435M | 549% |
| Annual Yield % from dividends | 2.53 | 1.66 | 153% |
| Returns for 1 year | 6.40 | 1.76 | 364% |
| Returns for 3 years | 6.58 | -2.14 | -308% |
| Returns for 5 years | 12.59 | 22.50 | 56% |
| Returns for 10 years | 17.86 | N/A | - |
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