Interact to see
Advertisement
Advertisement
CARYX vs DWTFX
CARYX vs DWTFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CARYX vs. DWTFX 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 DWTFX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.46B vs. DWTFX (40.6M). CARYX pays higher dividends than DWTFX: CARYX (2.39) vs DWTFX (0.00). CARYX was incepted earlier than DWTFX: CARYX (11 years) vs DWTFX (17 years). DWTFX (2.06) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. DWTFX (76.00). DWTFX has a lower initial minimum investment than CARYX: DWTFX (5000) vs CARYX (1000000). DWTFX annual gain was more profitable for investors over the last year : 13.46 vs. CARYX (9.29). DWTFX return over 5 years is better than : 21.85 vs. CARYX (9.28).
| CARYX | DWTFX | CARYX / DWTFX | |
| Total Expense Ratio | 0.77 | 2.06 | 37% |
| Annual Report Gross Expense Ratio | 0.77 | 2.06 | 37% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 8.568 | 9.388 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 40.6M | 6,047% |
| Annual Yield % from dividends | 2.39 | 0.00 | - |
| Returns for 1 year | 9.29 | 13.46 | 69% |
| Returns for 3 years | 18.01 | 17.64 | 102% |
| Returns for 5 years | 9.28 | 21.85 | 42% |
| Returns for 10 years | 30.92 | 9.78 | 316% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BJK | 44.96 | 0.03 | +0.07% |
| VanEck Gaming ETF | |||
| ZSEP | 26.20 | -0.03 | -0.11% |
| Innovator Equity Defined Prot ETF-1YrSep | |||
| FELC | 35.85 | -0.10 | -0.28% |
| Fidelity Enhanced Large Cap Core ETF | |||
| UCRD | 21.53 | -0.08 | -0.39% |
| VictoryShares Corporate Bond ETF | |||
| CCD | 20.35 | -0.12 | -0.59% |
| Calamos Dynamic Convertible & Income Fund | |||