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CAREX vs FSWFX
CAREX vs FSWFX Comparison
Open Charts CAREX vs FSWFX
CAREX vs FSWFX Comparison Chart in %
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CAREX vs. FSWFX commentary
Sep 06, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAREX is a Hold and FSWFX is a Buy.
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 89B vs. CAREX (55.5M). FSWFX pays higher dividends than CAREX: FSWFX (0.82) vs CAREX (0.03). CAREX was incepted earlier than FSWFX: CAREX (6 years) vs FSWFX (6 years). CAREX (2.05) is less costly to investors than FSWFX (0.76). CAREX is a more actively managed with annual turnover of: 64.00 vs. FSWFX (41.00). 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 : 25.61 vs. FSWFX (13.01). CAREX return over 5 years is better than : 6.99 vs. FSWFX (-7.85).
| CAREX | FSWFX | CAREX / FSWFX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 2.05 | 0.76 | 270% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 17.571 | 14.290 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5M | 89B | 0% |
| Annual Yield % from dividends | 0.03 | 0.82 | 3% |
| Returns for 1 year | 25.61 | 13.01 | 197% |
| Returns for 3 years | 57.72 | 38.59 | 150% |
| Returns for 5 years | 6.99 | -7.85 | -89% |
| Returns for 10 years | 187.55 | N/A | - |
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