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CAREX vs SMCFX
CAREX vs SMCFX Comparison
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CAREX vs SMCFX Comparison Chart in %
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CAREX vs. SMCFX commentary
Jun 04, 2026
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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 88.9B vs. CAREX (54.1M). SMCFX pays higher dividends than CAREX: SMCFX (0.83) vs CAREX (0.00). CAREX was incepted earlier than SMCFX: CAREX (6 years) vs SMCFX (18 years). CAREX (2.05) is less costly to investors than SMCFX (0.76). CAREX is a more actively managed with annual turnover of: 64.00 vs. SMCFX (41.00). SMCFX has a lower initial minimum investment than CAREX: SMCFX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : 33.77 vs. SMCFX (20.93). CAREX return over 5 years is better than : 25.63 vs. SMCFX (-1.45).
| CAREX | SMCFX | CAREX / SMCFX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 2.05 | 0.76 | 270% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 20.434 | 12.177 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | 33.77 | 20.93 | 161% |
| Returns for 3 years | 64.64 | 38.62 | 167% |
| Returns for 5 years | 25.63 | -1.45 | -1,763% |
| Returns for 10 years | 200.97 | 94.06 | 214% |
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