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CARYX vs UPAAX
CARYX vs UPAAX Comparison Chart in %
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CARYX vs. UPAAX commentary
Nov 14, 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 UPAAX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. UPAAX (3.06M). CARYX pays higher dividends than UPAAX: CARYX (2.24) vs UPAAX (0.00). CARYX was incepted earlier than UPAAX: CARYX (11 years) vs UPAAX (8 years). UPAAX (3.28) 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 : 24.52 vs. CARYX (12.14). UPAAX return over 5 years is better than : 101.02 vs. CARYX (10.84).
| CARYX | UPAAX | CARYX / UPAAX | |
| Total Expense Ratio | 0.77 | 3.28 | 23% |
| Annual Report Gross Expense Ratio | 0.77 | 3.28 | 23% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 13.793 | 24.071 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 3.06M | 81,673% |
| Annual Yield % from dividends | 2.24 | 0.00 | - |
| Returns for 1 year | 12.14 | 24.52 | 50% |
| Returns for 3 years | 32.17 | 74.56 | 43% |
| Returns for 5 years | 10.84 | 101.02 | 11% |
| Returns for 10 years | 40.45 | N/A | - |
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