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AAANX vs CARYX
AAANX vs CARYX Comparison Chart in %
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AAANX vs. CARYX commentary
Dec 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 AAANX is a StrongBuy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.51B vs. AAANX (744M). CARYX pays higher dividends than AAANX: CARYX (2.23) vs AAANX (0.60). AAANX was incepted earlier than CARYX: AAANX (14 years) vs CARYX (11 years). AAANX (1.34) is less costly to investors than CARYX (0.77). AAANX is a more actively managed with annual turnover of: 198.00 vs. CARYX (186.00). AAANX has a lower initial minimum investment than CARYX: AAANX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 10.55 vs. AAANX (-6.01). AAANX (9.98) and CARYX (9.53) have equivalent 5 years return.
| AAANX | CARYX | AAANX / CARYX | |
| Total Expense Ratio | 1.34 | 0.77 | 174% |
| Annual Report Gross Expense Ratio | 1.34 | 0.77 | 174% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 14.642 | 14.211 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 2.51B | 30% |
| Annual Yield % from dividends | 0.60 | 2.23 | 27% |
| Returns for 1 year | -6.01 | 10.55 | -57% |
| Returns for 3 years | 22.38 | 29.55 | 76% |
| Returns for 5 years | 9.98 | 9.53 | 105% |
| Returns for 10 years | 37.42 | 40.11 | 93% |
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