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CARYX vs UTMAX
CARYX vs UTMAX Comparison Chart
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CARYX vs. UTMAX commentary
Feb 23, 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: 2.47B vs. UTMAX (480M). UTMAX pays higher dividends than CARYX: UTMAX (1.29) vs CARYX (0.56). CARYX was incepted earlier than UTMAX: CARYX (10 years) vs UTMAX (10 years). UTMAX is a more actively managed with annual turnover of: 314.00 vs. CARYX (199.00). UTMAX has a lower initial minimum investment than CARYX: UTMAX (0) vs CARYX (1000000). UTMAX annual gain was more profitable for investors over the last year : 11.23 vs. CARYX (10.28). CARYX return over 5 years is better than : 4.56 vs. UTMAX (1.57).
| CARYX | UTMAX | CARYX / UTMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 3.030 | 2.341 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 480M | 514% |
| Annual Yield % from dividends | 0.56 | 1.29 | 43% |
| Returns for 1 year | 10.28 | 11.23 | 92% |
| Returns for 3 years | 7.60 | 11.35 | 67% |
| Returns for 5 years | 4.56 | 1.57 | 290% |
| Returns for 10 years | 19.57 | N/A | - |
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