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CAREX vs FSWFX
CAREX vs FSWFX Comparison
Open Charts CAREX vs FSWFX
Domini Sustainable Solutions I
Price$16.42
Change+$0.21 (+1.30%)
VolumeN/A
Net Assets36.4M
American Funds SMALLCAP World 529-F-2
Price$69.75
Change+$0.72 (+1.04%)
VolumeN/A
Net Assets75.73B
CAREX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.7B vs. CAREX (36.4M). FSWFX pays higher dividends than CAREX: FSWFX (0.89) vs CAREX (0.00). CAREX was incepted earlier than FSWFX: CAREX (5 years) vs FSWFX (4 years). CAREX is a more actively managed with annual turnover of: 39.00 vs. FSWFX (29.00). 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 : 12.71 vs. FSWFX (9.21).
| CAREX | FSWFX | CAREX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 3.924 | 3.165 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.4M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.89 | - |
| Returns for 1 year | 12.71 | 9.21 | 138% |
| Returns for 3 years | 6.92 | 0.67 | 1,035% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 100.94 | N/A | - |
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