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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
Aug 23, 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: 89B vs. CAREX (56M). SMCFX pays higher dividends than CAREX: SMCFX (0.82) 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 : 29.32 vs. SMCFX (15.64). CAREX return over 5 years is better than : 14.52 vs. SMCFX (-1.17).
| 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 | 18.518 | 14.772 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56M | 89B | 0% |
| Annual Yield % from dividends | 0.03 | 0.82 | 3% |
| Returns for 1 year | 29.32 | 15.64 | 187% |
| Returns for 3 years | 62.39 | 41.88 | 149% |
| Returns for 5 years | 14.52 | -1.17 | -1,245% |
| Returns for 10 years | 188.41 | 88.31 | 213% |
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