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AAANX vs CARYX
AAANX vs CARYX Comparison Chart in %
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AAANX vs. CARYX commentary
Feb 05, 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 AAANX is a Hold and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.52B vs. AAANX (728M). CARYX pays higher dividends than AAANX: CARYX (2.81) vs AAANX (0.93). 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 : 15.37 vs. AAANX (14.50). CARYX return over 5 years is better than : 10.73 vs. AAANX (9.03).
| 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 | 3.448 | 2.820 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 728M | 2.52B | 29% |
| Annual Yield % from dividends | 0.93 | 2.81 | 33% |
| Returns for 1 year | 14.50 | 15.37 | 94% |
| Returns for 3 years | 24.59 | 32.90 | 75% |
| Returns for 5 years | 9.03 | 10.73 | 84% |
| Returns for 10 years | 59.14 | 50.95 | 116% |
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