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CAREX vs CSPAX
CAREX vs CSPAX Comparison
Open Charts CAREX vs CSPAX
Domini Sustainable Solutions I
Price$17.38
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets41.95M
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
CAREX vs CSPAX Comparison Chart in %
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CAREX vs. CSPAX commentary
Nov 20, 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 CAREX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. CAREX (41.9M). CSPAX pays higher dividends than CAREX: CSPAX (0.55) vs CAREX (0.00). CAREX was incepted earlier than CSPAX: CAREX (6 years) vs CSPAX (24 years). CAREX (2.13) is less costly to investors than CSPAX (1.06). CAREX is a more actively managed with annual turnover of: 45.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CAREX: CSPAX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : 7.42 vs. CSPAX (5.96). CSPAX return over 5 years is better than : 1.44 vs. CAREX (-3.38).
| CAREX | CSPAX | CAREX / CSPAX | |
| Total Expense Ratio | 1.40 | 1.06 | 132% |
| Annual Report Gross Expense Ratio | 2.13 | 1.06 | 201% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 10.000 | 8.125 | 123% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 7.42 | 5.96 | 124% |
| Returns for 3 years | 31.19 | 29.24 | 107% |
| Returns for 5 years | -3.38 | 1.44 | -234% |
| Returns for 10 years | 155.46 | 55.92 | 278% |
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