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CAREX vs CSPAX
CAREX vs CSPAX Comparison
Open Charts CAREX vs CSPAX
Domini Sustainable Solutions I
Price$16.54
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets39.18M
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
CAREX vs CSPAX Comparison Chart in %
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CAREX vs. CSPAX commentary
Aug 17, 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: 80.3B vs. CAREX (39.2M). CSPAX pays higher dividends than CAREX: CSPAX (0.58) vs CAREX (0.00). CAREX was incepted earlier than CSPAX: CAREX (5 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). CSPAX annual gain was more profitable for investors over the last year : 10.22 vs. CAREX (2.99). CSPAX return over 5 years is better than : 14.95 vs. CAREX (5.23).
| CAREX | CSPAX | CAREX / CSPAX | |
| Total Expense Ratio | 1.40 | 1.06 | 132% |
| Annual Report Gross Expense Ratio | 2.13 | 1.06 | 201% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.684 | 9.650 | 49% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 80.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 2.99 | 10.22 | 29% |
| Returns for 3 years | 17.16 | 21.60 | 79% |
| Returns for 5 years | 5.23 | 14.95 | 35% |
| Returns for 10 years | 121.67 | 50.82 | 239% |
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