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CARYX vs SRGCX
CARYX vs SRGCX Comparison Chart in %
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CARYX vs. SRGCX commentary
Sep 10, 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 SRGCX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.48B vs. SRGCX (22.6M). CARYX pays higher dividends than SRGCX: CARYX (2.34) vs SRGCX (0.49). CARYX was incepted earlier than SRGCX: CARYX (11 years) vs SRGCX (12 years). SRGCX (3.31) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. SRGCX (133.00). SRGCX has a lower initial minimum investment than CARYX: SRGCX (5000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 11.51 vs. SRGCX (8.46). CARYX return over 5 years is better than : 10.00 vs. SRGCX (8.67).
| CARYX | SRGCX | CARYX / SRGCX | |
| Total Expense Ratio | 0.77 | 2.31 | 33% |
| Annual Report Gross Expense Ratio | 0.77 | 3.31 | 23% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 10.658 | 8.422 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 22.6M | 10,973% |
| Annual Yield % from dividends | 2.34 | 0.49 | 478% |
| Returns for 1 year | 11.51 | 8.46 | 136% |
| Returns for 3 years | 25.52 | 22.88 | 112% |
| Returns for 5 years | 10.00 | 8.67 | 115% |
| Returns for 10 years | 37.57 | 22.81 | 165% |
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