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CARYX vs JHARX
CARYX vs JHARX Comparison Chart in %
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CARYX vs. JHARX 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 JHARX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. JHARX (244M). CARYX pays higher dividends than JHARX: CARYX (2.28) vs JHARX (1.48). CARYX was incepted earlier than JHARX: CARYX (11 years) vs JHARX (14 years). JHARX (1.71) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. JHARX (66.00). JHARX has a lower initial minimum investment than CARYX: JHARX (0) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 10.33 vs. JHARX (3.49). JHARX return over 5 years is better than : 19.45 vs. CARYX (11.68).
| CARYX | JHARX | CARYX / JHARX | |
| Total Expense Ratio | 0.77 | 1.70 | 45% |
| Annual Report Gross Expense Ratio | 0.77 | 1.71 | 45% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 12.748 | 5.578 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 244M | 1,024% |
| Annual Yield % from dividends | 2.28 | 1.48 | 155% |
| Returns for 1 year | 10.33 | 3.49 | 296% |
| Returns for 3 years | 34.93 | 17.40 | 201% |
| Returns for 5 years | 11.68 | 19.45 | 60% |
| Returns for 10 years | 37.19 | 23.83 | 156% |
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