CAREX
Price
$20.85
Change
+$0.20 (+0.97%)
Updated
Sep 11 closing price
Net Assets
54.69M
RSEBX
Price
$79.00
Change
+$0.25 (+0.32%)
Updated
Sep 11 closing price
Net Assets
91.39B
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CAREX vs RSEBX

CAREX vs RSEBX Comparison Chart in %
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CAREX vs. RSEBX commentary
Sep 12, 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 Buy.

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FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 91.4B vs. CAREX (54.7M). RSEBX pays higher dividends than CAREX: RSEBX (0.28) 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 : 21.89 vs. RSEBX (8.34). CAREX return over 5 years is better than : 7.46 vs. RSEBX (-11.58).
CAREXRSEBXCAREX / RSEBX
Total Expense Ratio1.301.4590%
Annual Report Gross Expense Ratio2.051.45141%
Fund Existence6 years12 years-
Gain YTD16.12311.946135%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets54.7M91.4B0%
Annual Yield % from dividends0.030.2810%
Returns for 1 year21.898.34262%
Returns for 3 years56.8335.51160%
Returns for 5 years7.46-11.58-64%
Returns for 10 years190.6274.66255%
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