Ad is loading...
CAREX vs FSWFX
CAREX vs FSWFX Comparison
Open Charts CAREX vs FSWFX
Domini Sustainable Solutions I
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets32.69M
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
CAREX vs FSWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.1B vs. CAREX (32.7M). FSWFX pays higher dividends than CAREX: FSWFX (0.94) vs CAREX (0.02). CAREX was incepted earlier than FSWFX: CAREX (5 years) vs FSWFX (4 years). CAREX (2.13) is less costly to investors than FSWFX (0.76). CAREX is a more actively managed with annual turnover of: 45.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CAREX: FSWFX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : -0.73 vs. FSWFX (-3.74).
| CAREX | FSWFX | CAREX / FSWFX | |
| Total Expense Ratio | 1.40 | 0.76 | 184% |
| Annual Report Gross Expense Ratio | 2.13 | 0.76 | 280% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -7.342 | -8.948 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 66.1B | 0% |
| Annual Yield % from dividends | 0.02 | 0.94 | 2% |
| Returns for 1 year | -0.73 | -3.74 | 20% |
| Returns for 3 years | -0.80 | -3.50 | 23% |
| Returns for 5 years | 33.72 | N/A | - |
| Returns for 10 years | 76.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...