Interact to see
Advertisement
Advertisement
CARYX vs CLTCX
CARYX vs CLTCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CARYX vs. CLTCX 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 CARYX is a Hold and CLTCX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. CLTCX (18.4M). CARYX pays higher dividends than CLTCX: CARYX (2.34) 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: 186.00 vs. CLTCX (17.00). CLTCX has a lower initial minimum investment than CARYX: CLTCX (2500) vs CARYX (1000000). CARYX (10.30) and CLTCX (10.25) have marching annual gain over last year. CARYX return over 5 years is better than : 9.58 vs. CLTCX (5.14).
| 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 | 10.240 | 9.255 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 18.4M | 13,429% |
| Annual Yield % from dividends | 2.34 | 0.00 | - |
| Returns for 1 year | 10.30 | 10.25 | 100% |
| Returns for 3 years | 25.72 | 5.42 | 474% |
| Returns for 5 years | 9.58 | 5.14 | 186% |
| Returns for 10 years | 37.19 | 16.66 | 223% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement