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CARYX vs CLTCX
CARYX vs CLTCX Comparison Chart in %
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CARYX vs. CLTCX 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 CARYX is a Hold and CLTCX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.52B vs. CLTCX (18M). CARYX pays higher dividends than CLTCX: CARYX (2.81) vs CLTCX (0.00). CARYX was incepted earlier than CLTCX: CARYX (11 years) vs CLTCX (14 years). CLTCX (2.86) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. CLTCX (69.00). 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 : 15.37 vs. CLTCX (0.60). CARYX return over 5 years is better than : 10.73 vs. CLTCX (-9.96).
| 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 | 14 years | - |
| Gain YTD | 2.820 | 1.481 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 18M | 14,022% |
| Annual Yield % from dividends | 2.81 | 0.00 | - |
| Returns for 1 year | 15.37 | 0.60 | 2,558% |
| Returns for 3 years | 32.90 | 16.84 | 195% |
| Returns for 5 years | 10.73 | -9.96 | -108% |
| Returns for 10 years | 50.95 | 25.88 | 197% |
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