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CAREX vs SCWCX
CAREX vs SCWCX Comparison
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CAREX vs SCWCX Comparison Chart in %
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CAREX vs. SCWCX commentary
Jun 25, 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 StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.5B vs. CAREX (54.2M). SCWCX pays higher dividends than CAREX: SCWCX (0.15) vs CAREX (0.00). CAREX was incepted earlier than SCWCX: CAREX (6 years) vs SCWCX (25 years). CAREX (2.05) is less costly to investors than SCWCX (1.77). CAREX is a more actively managed with annual turnover of: 64.00 vs. SCWCX (41.00). SCWCX has a lower initial minimum investment than CAREX: SCWCX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : 29.66 vs. SCWCX (16.73). CAREX return over 5 years is better than : 13.43 vs. SCWCX (-10.08).
| CAREX | SCWCX | CAREX / SCWCX | |
| Total Expense Ratio | 1.30 | 1.77 | 73% |
| Annual Report Gross Expense Ratio | 2.05 | 1.77 | 116% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 17.961 | 14.176 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 91.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.15 | - |
| Returns for 1 year | 29.66 | 16.73 | 177% |
| Returns for 3 years | 60.16 | 35.62 | 169% |
| Returns for 5 years | 13.43 | -10.08 | -133% |
| Returns for 10 years | 194.33 | 77.11 | 252% |
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