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AAANX vs CARYX
AAANX vs CARYX Comparison Chart in %
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AAANX vs. CARYX commentary
Sep 09, 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 Buy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. AAANX (773M). CARYX pays higher dividends than AAANX: CARYX (2.34) vs AAANX (0.62). 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 : 11.51 vs. AAANX (-1.54). AAANX return over 5 years is better than : 18.17 vs. CARYX (10.00).
| 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 | 10.792 | 10.658 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 2.47B | 31% |
| Annual Yield % from dividends | 0.62 | 2.34 | 27% |
| Returns for 1 year | -1.54 | 11.51 | -13% |
| Returns for 3 years | 20.93 | 25.52 | 82% |
| Returns for 5 years | 18.17 | 10.00 | 182% |
| Returns for 10 years | 39.07 | 37.57 | 104% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EDGU | 27.00 | 0.11 | +0.39% |
| 3EDGE Dynamic US Equity ETF | |||
| VSMV | 52.20 | -0.04 | -0.07% |
| VictoryShares US Mult-Fctr Mnmm Vltl ETF | |||
| EVUS | 30.91 | -0.06 | -0.20% |
| iShares ESG Aware MSCI USA Value ETF | |||
| XFLT | 5.56 | -0.03 | -0.54% |
| XAI Octagon Floating Rate and Alternative Income Trust | |||
| UTG | 36.90 | -0.49 | -1.31% |
| Reaves Utility Income Fund | |||