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CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart in %
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CARYX vs. UPAAX commentary
Feb 05, 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: 2.52B vs. UPAAX (3.45M). CARYX pays higher dividends than UPAAX: CARYX (2.81) 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 : 24.22 vs. CARYX (15.37). UPAAX return over 5 years is better than : 51.83 vs. CARYX (10.73).
| 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 | 2.820 | 5.805 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 3.45M | 73,159% |
| Annual Yield % from dividends | 2.81 | 0.06 | 4,675% |
| Returns for 1 year | 15.37 | 24.22 | 63% |
| Returns for 3 years | 32.90 | 69.27 | 47% |
| Returns for 5 years | 10.73 | 51.83 | 21% |
| Returns for 10 years | 50.95 | N/A | - |
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