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CARYX vs DWTFX
CARYX vs DWTFX Comparison Chart in %
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CARYX vs. DWTFX commentary
Sep 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. DWTFX (41.1M). CARYX pays higher dividends than DWTFX: CARYX (2.34) 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: 186.00 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 : 19.89 vs. CARYX (11.51). DWTFX return over 5 years is better than : 24.47 vs. CARYX (10.00).
| 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 | 10.658 | 12.553 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 41.1M | 6,012% |
| Annual Yield % from dividends | 2.34 | 0.00 | - |
| Returns for 1 year | 11.51 | 19.89 | 58% |
| Returns for 3 years | 25.52 | 21.94 | 116% |
| Returns for 5 years | 10.00 | 24.47 | 41% |
| Returns for 10 years | 37.57 | 20.67 | 182% |
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