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CAREX vs RSEBX
CAREX vs RSEBX Comparison
Open Charts CAREX vs RSEBX
Domini Sustainable Solutions I
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets32.69M
American Funds SMALLCAP World R2E
Price$59.09
Change+$0.55 (+0.94%)
VolumeN/A
Net Assets66.08B
CAREX vs RSEBX Comparison Chart
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CAREX vs. RSEBX commentary
Apr 18, 2025
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 Buy and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 66.1B vs. CAREX (32.7M). RSEBX pays higher dividends than CAREX: RSEBX (0.23) vs CAREX (0.02). CAREX was incepted earlier than RSEBX: CAREX (5 years) vs RSEBX (11 years). CAREX (2.13) is less costly to investors than RSEBX (1.45). CAREX is a more actively managed with annual turnover of: 45.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CAREX: RSEBX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : -0.73 vs. RSEBX (-4.40). CAREX return over 5 years is better than : 33.72 vs. RSEBX (21.27).
| CAREX | RSEBX | CAREX / RSEBX | |
| Total Expense Ratio | 1.40 | 1.45 | 97% |
| Annual Report Gross Expense Ratio | 2.13 | 1.45 | 147% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -7.342 | -9.134 | 80% |
| 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 | 0.23 | 7% |
| Returns for 1 year | -0.73 | -4.40 | 17% |
| Returns for 3 years | -0.80 | -5.51 | 14% |
| Returns for 5 years | 33.72 | 21.27 | 159% |
| Returns for 10 years | 76.59 | 20.91 | 366% |
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