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CAREX vs FSFWX
CAREX vs FSFWX Comparison
Open Charts CAREX vs FSFWX
Domini Sustainable Solutions I
Price$16.89
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets40.73M
American Funds SMALLCAP World 529-F-3
Price$75.20
Change+$0.73 (+0.98%)
VolumeN/A
Net Assets81.4B
CAREX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.4B vs. CAREX (40.7M). FSFWX pays higher dividends than CAREX: FSFWX (0.89) vs CAREX (0.00). CAREX was incepted earlier than FSFWX: CAREX (5 years) vs FSFWX (5 years). CAREX (2.13) is less costly to investors than FSFWX (0.71). CAREX is a more actively managed with annual turnover of: 45.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CAREX: FSFWX (250) vs CAREX (2500). FSFWX annual gain was more profitable for investors over the last year : 12.69 vs. CAREX (5.43).
| CAREX | FSFWX | CAREX / FSFWX | |
| Total Expense Ratio | 1.40 | 0.71 | 197% |
| Annual Report Gross Expense Ratio | 2.13 | 0.71 | 300% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 6.899 | 11.945 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 81.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.89 | - |
| Returns for 1 year | 5.43 | 12.69 | 43% |
| Returns for 3 years | 30.75 | 38.12 | 81% |
| Returns for 5 years | 9.55 | N/A | - |
| Returns for 10 years | 130.90 | N/A | - |
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