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CARYX vs CLTAX
CARYX vs CLTAX Comparison Chart in %
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CARYX vs. CLTAX commentary
Feb 04, 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 CARYX is a Hold and CLTAX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.52B vs. CLTAX (17.8M). CARYX pays higher dividends than CLTAX: CARYX (2.81) vs CLTAX (0.00). CARYX was incepted earlier than CLTAX: CARYX (11 years) vs CLTAX (14 years). CLTAX (2.09) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. CLTAX (69.00). CLTAX has a lower initial minimum investment than CARYX: CLTAX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 15.37 vs. CLTAX (1.96). CARYX return over 5 years is better than : 10.73 vs. CLTAX (-5.46).
| CARYX | CLTAX | CARYX / CLTAX | |
| Total Expense Ratio | 0.77 | 1.53 | 50% |
| Annual Report Gross Expense Ratio | 0.77 | 2.09 | 37% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 2.820 | 1.577 | 179% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 17.8M | 14,180% |
| Annual Yield % from dividends | 2.81 | 0.00 | - |
| Returns for 1 year | 15.37 | 1.96 | 783% |
| Returns for 3 years | 32.90 | 20.26 | 162% |
| Returns for 5 years | 10.73 | -5.46 | -197% |
| Returns for 10 years | 50.95 | 36.57 | 139% |
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