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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 94.3B vs. CAREX (55.7M). SMCFX pays higher dividends than CAREX: SMCFX (0.77) vs CAREX (0.03). 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 : 29.83 vs. SMCFX (14.24). CAREX return over 5 years is better than : 15.96 vs. SMCFX (-2.62).
| 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 | 17.682 | 12.164 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.7M | 94.3B | 0% |
| Annual Yield % from dividends | 0.03 | 0.77 | 3% |
| Returns for 1 year | 29.83 | 14.24 | 209% |
| Returns for 3 years | 54.19 | 31.21 | 174% |
| Returns for 5 years | 15.96 | -2.62 | -608% |
| Returns for 10 years | 187.46 | 92.92 | 202% |
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