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CAREX vs FSWFX
CAREX vs FSWFX Comparison
Open Charts CAREX vs FSWFX
Domini Sustainable Solutions I
Price$15.61
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets35.1M
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.63B
CAREX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.6B vs. CAREX (35.1M). FSWFX pays higher dividends than CAREX: FSWFX (0.92) vs CAREX (0.02). CAREX was incepted earlier than FSWFX: CAREX (5 years) vs FSWFX (5 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 : 0.79 vs. FSWFX (-0.13).
| 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 | 5 years | - |
| Gain YTD | -1.203 | -1.686 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 71.6B | 0% |
| Annual Yield % from dividends | 0.02 | 0.92 | 2% |
| Returns for 1 year | 0.79 | -0.13 | -606% |
| Returns for 3 years | 24.60 | 19.51 | 126% |
| Returns for 5 years | 26.72 | N/A | - |
| Returns for 10 years | 87.88 | N/A | - |
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