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CARYX vs LCRIX
CARYX vs LCRIX Comparison Chart in %
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CARYX vs. LCRIX 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 LCRIX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.55B vs. LCRIX (557M). CARYX pays higher dividends than LCRIX: CARYX (2.90) vs LCRIX (1.21). 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 : 18.58 vs. LCRIX (8.11). LCRIX (11.98) and CARYX (11.66) have equivalent 5 years return.
| 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 | 2.538 | 1.808 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 557M | 457% |
| Annual Yield % from dividends | 2.90 | 1.21 | 240% |
| Returns for 1 year | 18.58 | 8.11 | 229% |
| Returns for 3 years | 33.76 | 17.46 | 193% |
| Returns for 5 years | 11.66 | 11.98 | 97% |
| Returns for 10 years | 52.32 | 41.89 | 125% |
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