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CARYX vs CLTCX
CARYX vs CLTCX Comparison Chart in %
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CARYX vs. CLTCX commentary
Jul 28, 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: 2.45B vs. CLTCX (20M). CARYX pays higher dividends than CLTCX: CARYX (2.40) 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 : 11.87 vs. CLTCX (6.38). CARYX return over 5 years is better than : 11.99 vs. CLTCX (9.06).
| 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 | 7.941 | 6.820 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 20M | 12,265% |
| Annual Yield % from dividends | 2.40 | 0.00 | - |
| Returns for 1 year | 11.87 | 6.38 | 186% |
| Returns for 3 years | 19.64 | 4.26 | 461% |
| Returns for 5 years | 11.99 | 9.06 | 132% |
| Returns for 10 years | 30.03 | 10.72 | 280% |
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