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CAREX vs SFCWX
CAREX vs SFCWX Comparison
Open Charts CAREX vs SFCWX
Domini Sustainable Solutions I
Price$17.38
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets41.95M
American Funds SMALLCAP World F3
Price$74.70
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets78.93B
CAREX vs SFCWX Comparison Chart in %
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CAREX vs. SFCWX commentary
Nov 20, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.9B vs. CAREX (41.9M). SFCWX pays higher dividends than CAREX: SFCWX (0.90) vs CAREX (0.00). CAREX was incepted earlier than SFCWX: CAREX (6 years) vs SFCWX (9 years). CAREX (2.13) is less costly to investors than SFCWX (0.65). CAREX is a more actively managed with annual turnover of: 45.00 vs. SFCWX (32.00). CAREX has a lower initial minimum investment than SFCWX: CAREX (2500) vs SFCWX (1000000). CAREX annual gain was more profitable for investors over the last year : 7.42 vs. SFCWX (6.37). SFCWX return over 5 years is better than : 3.53 vs. CAREX (-3.38).
| CAREX | SFCWX | CAREX / SFCWX | |
| Total Expense Ratio | 1.40 | 0.65 | 215% |
| Annual Report Gross Expense Ratio | 2.13 | 0.65 | 328% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 10.000 | 8.500 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 7.42 | 6.37 | 116% |
| Returns for 3 years | 31.19 | 30.43 | 103% |
| Returns for 5 years | -3.38 | 3.53 | -96% |
| Returns for 10 years | 155.46 | N/A | - |
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