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CAXIX vs TEDRX
CAXIX vs TEDRX Comparison
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CAXIX vs TEDRX Comparison Chart in %
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CAXIX vs. TEDRX commentary
Aug 17, 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 CAXIX is a Buy and TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.63B vs. CAXIX (96.5M). TEDRX pays higher dividends than CAXIX: TEDRX (1.34) vs CAXIX (1.11). CAXIX was incepted earlier than TEDRX: CAXIX (12 years) vs TEDRX (25 years). TEDRX (1.45) is less costly to investors than CAXIX (1.37). TEDRX is a more actively managed with annual turnover of: 42.28 vs. CAXIX (30.00). TEDRX has a lower initial minimum investment than CAXIX: TEDRX (1000) vs CAXIX (2500). CAXIX annual gain was more profitable for investors over the last year : 12.31 vs. TEDRX (7.27). CAXIX return over 5 years is better than : 38.13 vs. TEDRX (7.72).
| CAXIX | TEDRX | CAXIX / TEDRX | |
| Total Expense Ratio | 0.97 | 1.45 | 67% |
| Annual Report Gross Expense Ratio | 1.37 | 1.45 | 94% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 12.165 | 9.392 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 9.63B | 1% |
| Annual Yield % from dividends | 1.11 | 1.34 | 83% |
| Returns for 1 year | 12.31 | 7.27 | 169% |
| Returns for 3 years | 38.60 | 19.04 | 203% |
| Returns for 5 years | 38.13 | 7.72 | 494% |
| Returns for 10 years | 95.32 | 19.72 | 483% |
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