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CAREX vs SCWCX
CAREX vs SCWCX Comparison
Open Charts CAREX vs SCWCX
Domini Sustainable Solutions I
Price$16.32
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets36M
American Funds SMALLCAP World C
Price$59.00
Change+$0.61 (+1.04%)
VolumeN/A
Net Assets78.16B
CAREX vs SCWCX Comparison Chart in %
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CAREX vs. SCWCX commentary
Jul 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 Hold and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 78.2B vs. CAREX (36M). 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 : 5.10 vs. CAREX (0.87). SCWCX return over 5 years is better than : 11.93 vs. CAREX (9.11).
| 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 | 3.291 | 7.964 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36M | 78.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.04 | - |
| Returns for 1 year | 0.87 | 5.10 | 17% |
| Returns for 3 years | 29.24 | 31.51 | 93% |
| Returns for 5 years | 9.11 | 11.93 | 76% |
| Returns for 10 years | 110.70 | 27.95 | 396% |
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