CAREX
Price
$20.89
Change
-$0.01 (-0.05%)
Updated
Jul 31 closing price
Net Assets
54.51M
RSEBX
Price
$77.67
Change
+$0.25 (+0.32%)
Updated
Jul 31 closing price
Net Assets
94.26B
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CAREX vs RSEBX

CAREX vs RSEBX Comparison Chart in %
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CAREX vs. RSEBX commentary
Aug 03, 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 Buy and RSEBX is a Hold.

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FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 94.3B vs. CAREX (54.5M). RSEBX pays higher dividends than CAREX: RSEBX (0.29) vs CAREX (0.03). CAREX was incepted earlier than RSEBX: CAREX (6 years) vs RSEBX (12 years). CAREX (2.05) is less costly to investors than RSEBX (1.45). CAREX is a more actively managed with annual turnover of: 64.00 vs. RSEBX (41.00). 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 : 28.83 vs. RSEBX (12.11). CAREX return over 5 years is better than : 9.65 vs. RSEBX (-9.13).
CAREXRSEBXCAREX / RSEBX
Total Expense Ratio1.301.4590%
Annual Report Gross Expense Ratio2.051.45141%
Fund Existence6 years12 years-
Gain YTD16.34610.061162%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets54.5M94.3B0%
Annual Yield % from dividends0.030.2910%
Returns for 1 year28.8312.11238%
Returns for 3 years51.9925.70202%
Returns for 5 years9.65-9.13-106%
Returns for 10 years191.9472.70264%
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