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CAREX vs SCWCX
CAREX vs SCWCX Comparison
Open Charts CAREX vs SCWCX
Domini Sustainable Solutions I
Price$17.07
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets41.59M
American Funds SMALLCAP World C
Price$61.02
Change-$0.21 (-0.34%)
VolumeN/A
Net Assets81.91B
CAREX vs SCWCX Comparison Chart in %
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CAREX vs. SCWCX commentary
Sep 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 SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 81.9B vs. CAREX (41.6M). SCWCX pays higher dividends than CAREX: SCWCX (0.04) vs CAREX (0.00). CAREX was incepted earlier than SCWCX: CAREX (5 years) vs SCWCX (25 years). CAREX (2.13) is less costly to investors than SCWCX (1.78). CAREX is a more actively managed with annual turnover of: 45.00 vs. SCWCX (32.00). SCWCX has a lower initial minimum investment than CAREX: SCWCX (250) vs CAREX (2500). SCWCX annual gain was more profitable for investors over the last year : 8.70 vs. CAREX (4.53). SCWCX return over 5 years is better than : 9.85 vs. CAREX (6.77).
| CAREX | SCWCX | CAREX / SCWCX | |
| Total Expense Ratio | 1.40 | 1.78 | 79% |
| Annual Report Gross Expense Ratio | 2.13 | 1.78 | 120% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 8.038 | 11.660 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 81.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.04 | - |
| Returns for 1 year | 4.53 | 8.70 | 52% |
| Returns for 3 years | 30.83 | 34.25 | 90% |
| Returns for 5 years | 6.77 | 9.85 | 69% |
| Returns for 10 years | 137.83 | 42.29 | 326% |
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