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CAREX vs SCWCX
CAREX vs SCWCX Comparison
Open Charts CAREX vs SCWCX
Domini Sustainable Solutions I
Price$16.45
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets36.71M
American Funds SMALLCAP World C
Price$58.69
Change+$0.24 (+0.41%)
VolumeN/A
Net Assets78.22B
CAREX vs SCWCX Comparison Chart in %
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CAREX vs. SCWCX commentary
Jul 09, 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 Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 78.2B vs. CAREX (36.7M). SCWCX pays higher dividends than CAREX: SCWCX (0.04) vs CAREX (0.00). CAREX was incepted earlier than SCWCX: CAREX (5 years) vs SCWCX (24 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 : 7.67 vs. CAREX (2.24). CAREX return over 5 years is better than : 13.54 vs. SCWCX (11.24).
| 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 | 24 years | - |
| Gain YTD | 4.114 | 6.958 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.7M | 78.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.04 | - |
| Returns for 1 year | 2.24 | 7.67 | 29% |
| Returns for 3 years | 28.04 | 27.73 | 101% |
| Returns for 5 years | 13.54 | 11.24 | 120% |
| Returns for 10 years | 107.47 | 28.74 | 374% |
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