CARYX
Price
$10.91
Change
+$0.01 (+0.09%)
Updated
Jan 14 closing price
Net Assets
2.55B
LCORX
Price
$22.99
Change
-$0.03 (-0.13%)
Updated
Jan 14 closing price
Net Assets
557.17M
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CARYX vs LCORX

Header iconCARYX vs LCORX Comparison
Open Charts CARYX vs LCORXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.91
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets2.55B
Leuthold Core Investment Retail
Price$22.99
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets557.17M
CARYX vs LCORX Comparison Chart in %
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CARYX vs. LCORX commentary
Jan 15, 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 LCORX is a Hold.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.55B vs. LCORX (557M). CARYX pays higher dividends than LCORX: CARYX (2.90) vs LCORX (1.00). CARYX was incepted earlier than LCORX: CARYX (11 years) vs LCORX (30 years). LCORX (1.43) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. LCORX (64.00). LCORX has a lower initial minimum investment than CARYX: LCORX (10000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 18.58 vs. LCORX (8.01). CARYX (11.66) and LCORX (11.34) have equivalent 5 years return.
CARYXLCORXCARYX / LCORX
Total Expense Ratio0.771.4354%
Annual Report Gross Expense Ratio0.771.4354%
Fund Existence11 years30 years-
Gain YTD2.5381.771143%
Front LoadN/AN/A-
Min. Initial Investment10000001000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.55B557M457%
Annual Yield % from dividends2.901.00289%
Returns for 1 year18.588.01232%
Returns for 3 years33.7617.09198%
Returns for 5 years11.6611.34103%
Returns for 10 years52.3240.47129%
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