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CAREX vs SFCWX
CAREX vs SFCWX Comparison
Open Charts CAREX vs SFCWX
Domini Sustainable Solutions I
Price$17.09
Change-$0.07 (-0.41%)
VolumeN/A
Net Assets41.59M
American Funds SMALLCAP World F3
Price$77.76
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.91B
CAREX vs SFCWX Comparison Chart in %
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CAREX vs. SFCWX commentary
Sep 17, 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: 81.9B vs. CAREX (41.6M). SFCWX pays higher dividends than CAREX: SFCWX (0.91) vs CAREX (0.00). CAREX was incepted earlier than SFCWX: CAREX (5 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). SFCWX annual gain was more profitable for investors over the last year : 10.81 vs. CAREX (4.33). SFCWX return over 5 years is better than : 19.01 vs. CAREX (7.43).
| 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 | 9 years | - |
| Gain YTD | 8.165 | 12.944 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 81.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 4.33 | 10.81 | 40% |
| Returns for 3 years | 30.98 | 38.93 | 80% |
| Returns for 5 years | 7.43 | 19.01 | 39% |
| Returns for 10 years | 138.11 | N/A | - |
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