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CARYX vs DWTFX
CARYX vs DWTFX Comparison Chart in %
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CARYX vs. DWTFX commentary
Jul 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.45B vs. DWTFX (40.6M). CARYX pays higher dividends than DWTFX: CARYX (2.40) 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 : 12.13 vs. CARYX (8.71). DWTFX return over 5 years is better than : 29.02 vs. CARYX (12.59).
| 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 | 7.106 | 8.228 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 40.6M | 6,034% |
| Annual Yield % from dividends | 2.40 | 0.00 | - |
| Returns for 1 year | 8.71 | 12.13 | 72% |
| Returns for 3 years | 20.09 | 16.76 | 120% |
| Returns for 5 years | 12.59 | 29.02 | 43% |
| Returns for 10 years | 29.67 | 9.52 | 312% |
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