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CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart in %
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CARYX vs. FLDFX commentary
Oct 21, 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 FLDFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. FLDFX (433M). CARYX pays higher dividends than FLDFX: CARYX (2.28) vs FLDFX (1.07). CARYX was incepted earlier than FLDFX: CARYX (11 years) vs FLDFX (20 years). FLDFX (1.50) is less costly to investors than CARYX (0.77). FLDFX is a more actively managed with annual turnover of: 247.00 vs. CARYX (186.00). FLDFX has a lower initial minimum investment than CARYX: FLDFX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 10.33 vs. FLDFX (-3.81). FLDFX return over 5 years is better than : 20.78 vs. CARYX (11.68).
| CARYX | FLDFX | CARYX / FLDFX | |
| Total Expense Ratio | 0.77 | 1.50 | 51% |
| Annual Report Gross Expense Ratio | 0.77 | 1.50 | 51% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 12.748 | 9.978 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 433M | 577% |
| Annual Yield % from dividends | 2.28 | 1.07 | 213% |
| Returns for 1 year | 10.33 | -3.81 | -271% |
| Returns for 3 years | 34.93 | 23.92 | 146% |
| Returns for 5 years | 11.68 | 20.78 | 56% |
| Returns for 10 years | 37.19 | 45.17 | 82% |
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