CARYX
Price
$10.79
Change
+$0.01 (+0.09%)
Updated
Oct 17 closing price
Net Assets
2.5B
LCRIX
Price
$24.02
Change
-$0.12 (-0.50%)
Updated
Oct 17 closing price
Net Assets
562.12M
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CARYX vs LCRIX

Header iconCARYX vs LCRIX Comparison
Open Charts CARYX vs LCRIXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.79
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets2.5B
Leuthold Core Investment Institutional
Price$24.02
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets562.12M
CARYX vs LCRIX Comparison Chart in %
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CARYX vs. LCRIX commentary
Oct 19, 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 LCRIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. LCRIX (562M). CARYX pays higher dividends than LCRIX: CARYX (2.28) vs LCRIX (1.55). CARYX was incepted earlier than LCRIX: CARYX (11 years) vs LCRIX (20 years). LCRIX (1.34) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. LCRIX (39.54). LCRIX has a lower initial minimum investment than CARYX: LCRIX (100000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 10.33 vs. LCRIX (4.62). LCRIX return over 5 years is better than : 23.36 vs. CARYX (11.68).
CARYXLCRIXCARYX / LCRIX
Total Expense Ratio0.771.3457%
Annual Report Gross Expense Ratio0.771.3457%
Fund Existence11 years20 years-
Gain YTD12.74813.44095%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B562M445%
Annual Yield % from dividends2.281.55147%
Returns for 1 year10.334.62224%
Returns for 3 years34.9322.21157%
Returns for 5 years11.6823.3650%
Returns for 10 years37.1941.9489%
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