Interact to see
Advertisement
Advertisement
CAREX vs SMCFX
CAREX vs SMCFX Comparison
Open Charts CAREX vs SMCFX
CAREX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAREX vs. SMCFX commentary
Jun 24, 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 StrongBuy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 91.5B vs. CAREX (55M). 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 : 32.81 vs. SMCFX (24.31). CAREX return over 5 years is better than : 14.71 vs. SMCFX (0.49).
| 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 | 18.016 | 16.969 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 91.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | 32.81 | 24.31 | 135% |
| Returns for 3 years | 60.23 | 44.11 | 137% |
| Returns for 5 years | 14.71 | 0.49 | 2,989% |
| Returns for 10 years | 194.46 | 111.10 | 175% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement