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CAREX vs FSWFX
CAREX vs FSWFX Comparison
Open Charts CAREX vs FSWFX
Domini Sustainable Solutions I
Price$16.89
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets40.73M
American Funds SMALLCAP World 529-F-2
Price$75.08
Change+$0.72 (+0.97%)
VolumeN/A
Net Assets81.4B
CAREX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.4B vs. CAREX (40.7M). FSWFX pays higher dividends than CAREX: FSWFX (0.82) vs CAREX (0.00). 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). FSWFX annual gain was more profitable for investors over the last year : 12.63 vs. CAREX (5.43).
| 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 | 6.899 | 11.898 | 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 | 0.82 | - |
| Returns for 1 year | 5.43 | 12.63 | 43% |
| Returns for 3 years | 30.75 | 37.97 | 81% |
| Returns for 5 years | 9.55 | N/A | - |
| Returns for 10 years | 130.90 | N/A | - |
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