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CAREX vs CSPAX
CAREX vs CSPAX Comparison
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CAREX vs CSPAX Comparison Chart in %
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CAREX vs. CSPAX commentary
Jun 04, 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 CAREX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 88.9B vs. CAREX (54.1M). CSPAX pays higher dividends than CAREX: CSPAX (0.62) vs CAREX (0.00). CAREX was incepted earlier than CSPAX: CAREX (6 years) vs CSPAX (24 years). CAREX (2.05) is less costly to investors than CSPAX (1.04). CAREX is a more actively managed with annual turnover of: 64.00 vs. CSPAX (41.00). 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 : 33.77 vs. CSPAX (20.37). CAREX return over 5 years is better than : 25.63 vs. CSPAX (-3.23).
| CAREX | CSPAX | CAREX / CSPAX | |
| Total Expense Ratio | 1.30 | 1.04 | 125% |
| Annual Report Gross Expense Ratio | 2.05 | 1.04 | 197% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 20.434 | 12.054 | 170% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.62 | - |
| Returns for 1 year | 33.77 | 20.37 | 166% |
| Returns for 3 years | 64.64 | 37.13 | 174% |
| Returns for 5 years | 25.63 | -3.23 | -793% |
| Returns for 10 years | 200.97 | 87.73 | 229% |
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