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CARYX vs DWTNX
CARYX vs DWTNX Comparison Chart in %
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CARYX vs. DWTNX 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 DWTNX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.45B vs. DWTNX (40.6M). CARYX pays higher dividends than DWTNX: CARYX (2.40) vs DWTNX (0.00). CARYX was incepted earlier than DWTNX: CARYX (11 years) vs DWTNX (13 years). DWTNX (1.81) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. DWTNX (76.00). CARYX (1000000) and DWTNX (1000000) have matching initial minimum investment requirements. DWTNX annual gain was more profitable for investors over the last year : 12.54 vs. CARYX (8.71). DWTNX return over 5 years is better than : 30.90 vs. CARYX (12.59).
| CARYX | DWTNX | CARYX / DWTNX | |
| Total Expense Ratio | 0.77 | 1.81 | 43% |
| Annual Report Gross Expense Ratio | 0.77 | 1.81 | 43% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 7.106 | 8.437 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| 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 | 12.54 | 69% |
| Returns for 3 years | 20.09 | 17.63 | 114% |
| Returns for 5 years | 12.59 | 30.90 | 41% |
| Returns for 10 years | 29.67 | 12.57 | 236% |
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