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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
Aug 03, 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 Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 94.3B vs. CAREX (54.5M). CSPAX pays higher dividends than CAREX: CSPAX (0.60) vs CAREX (0.03). 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 : 28.83 vs. CSPAX (12.68). CAREX return over 5 years is better than : 9.65 vs. CSPAX (-7.10).
| 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 | 16.346 | 10.332 | 158% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 94.3B | 0% |
| Annual Yield % from dividends | 0.03 | 0.60 | 5% |
| Returns for 1 year | 28.83 | 12.68 | 227% |
| Returns for 3 years | 51.99 | 27.34 | 190% |
| Returns for 5 years | 9.65 | -7.10 | -136% |
| Returns for 10 years | 191.94 | 80.33 | 239% |
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