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CARYX vs LCRIX
CARYX vs LCRIX Comparison Chart in %
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CARYX vs. LCRIX commentary
Feb 04, 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 LCRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.52B vs. LCRIX (558M). CARYX pays higher dividends than LCRIX: CARYX (2.81) vs LCRIX (1.18). 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 (64.00). 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 : 15.37 vs. LCRIX (6.52). LCRIX return over 5 years is better than : 13.92 vs. CARYX (10.73).
| CARYX | LCRIX | CARYX / LCRIX | |
| Total Expense Ratio | 0.77 | 1.34 | 57% |
| Annual Report Gross Expense Ratio | 0.77 | 1.34 | 57% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 2.820 | 3.571 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 558M | 452% |
| Annual Yield % from dividends | 2.81 | 1.18 | 238% |
| Returns for 1 year | 15.37 | 6.52 | 236% |
| Returns for 3 years | 32.90 | 18.57 | 177% |
| Returns for 5 years | 10.73 | 13.92 | 77% |
| Returns for 10 years | 50.95 | 45.28 | 113% |
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