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CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart in %
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CARYX vs. UPAAX 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 UPAAX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.55B vs. UPAAX (3.26M). CARYX pays higher dividends than UPAAX: CARYX (2.90) vs UPAAX (0.06). CARYX was incepted earlier than UPAAX: CARYX (11 years) vs UPAAX (8 years). UPAAX (3.21) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than CARYX: UPAAX (2000) vs CARYX (1000000). UPAAX annual gain was more profitable for investors over the last year : 35.57 vs. CARYX (18.58). UPAAX return over 5 years is better than : 68.83 vs. CARYX (11.66).
| CARYX | UPAAX | CARYX / UPAAX | |
| Total Expense Ratio | 0.77 | 3.21 | 24% |
| Annual Report Gross Expense Ratio | 0.77 | 3.21 | 24% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 2.538 | 6.207 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 3.26M | 78,153% |
| Annual Yield % from dividends | 2.90 | 0.06 | 4,533% |
| Returns for 1 year | 18.58 | 35.57 | 52% |
| Returns for 3 years | 33.76 | 83.82 | 40% |
| Returns for 5 years | 11.66 | 68.83 | 17% |
| Returns for 10 years | 52.32 | N/A | - |
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