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CARYX vs FLDFX
CARYX vs FLDFX Comparison Chart in %
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CARYX vs. FLDFX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.55B vs. FLDFX (447M). CARYX pays higher dividends than FLDFX: CARYX (2.90) vs FLDFX (0.92). 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 : 18.58 vs. FLDFX (11.93). FLDFX return over 5 years is better than : 14.46 vs. CARYX (11.66).
| 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 | 2.538 | 1.845 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 447M | 570% |
| Annual Yield % from dividends | 2.90 | 0.92 | 316% |
| Returns for 1 year | 18.58 | 11.93 | 156% |
| Returns for 3 years | 33.76 | 22.39 | 151% |
| Returns for 5 years | 11.66 | 14.46 | 81% |
| Returns for 10 years | 52.32 | 56.22 | 93% |
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