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CAREX vs SFCWX
CAREX vs SFCWX Comparison
Open Charts CAREX vs SFCWX
Domini Sustainable Solutions I
Price$16.24
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets36.33M
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
CAREX vs SFCWX Comparison Chart
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CAREX vs. SFCWX commentary
Jun 07, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. CAREX (36.3M). SFCWX pays higher dividends than CAREX: SFCWX (0.96) vs CAREX (0.02). CAREX was incepted earlier than SFCWX: CAREX (5 years) vs SFCWX (8 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). SFCWX annual gain was more profitable for investors over the last year : 5.16 vs. CAREX (1.07). CAREX (20.85) and SFCWX (19.96) have equivalent 5 years return.
| CAREX | SFCWX | CAREX / SFCWX | |
| Total Expense Ratio | 1.40 | 0.65 | 215% |
| Annual Report Gross Expense Ratio | 2.13 | 0.65 | 328% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 2.785 | 3.906 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 75.3B | 0% |
| Annual Yield % from dividends | 0.02 | 0.96 | 2% |
| Returns for 1 year | 1.07 | 5.16 | 21% |
| Returns for 3 years | 18.65 | 17.81 | 105% |
| Returns for 5 years | 20.85 | 19.96 | 104% |
| Returns for 10 years | 100.75 | N/A | - |
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