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CARYX vs CLTCX
CARYX vs CLTCX Comparison Chart in %
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CARYX vs. CLTCX commentary
Aug 18, 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 CARYX is a Hold and CLTCX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.46B vs. CLTCX (19.6M). CARYX pays higher dividends than CLTCX: CARYX (2.39) vs CLTCX (0.00). CARYX was incepted earlier than CLTCX: CARYX (11 years) vs CLTCX (13 years). CLTCX (2.86) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. CLTCX (17.00). CLTCX has a lower initial minimum investment than CARYX: CLTCX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 9.29 vs. CLTCX (5.13). CARYX return over 5 years is better than : 9.28 vs. CLTCX (4.76).
| CARYX | CLTCX | CARYX / CLTCX | |
| Total Expense Ratio | 0.77 | 2.28 | 34% |
| Annual Report Gross Expense Ratio | 0.77 | 2.86 | 27% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 8.568 | 8.351 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 19.6M | 12,526% |
| Annual Yield % from dividends | 2.39 | 0.00 | - |
| Returns for 1 year | 9.29 | 5.13 | 181% |
| Returns for 3 years | 18.01 | 1.62 | 1,110% |
| Returns for 5 years | 9.28 | 4.76 | 195% |
| Returns for 10 years | 30.92 | 9.95 | 311% |
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