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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 03, 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 Buy and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 94.3B vs. CAREX (54.5M). 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 : 28.83 vs. SMCFX (13.21). CAREX return over 5 years is better than : 9.65 vs. SMCFX (-5.39).
| 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 | 16.346 | 10.496 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 94.3B | 0% |
| Annual Yield % from dividends | 0.03 | 0.82 | 3% |
| Returns for 1 year | 28.83 | 13.21 | 218% |
| Returns for 3 years | 51.99 | 28.70 | 181% |
| Returns for 5 years | 9.65 | -5.39 | -179% |
| Returns for 10 years | 191.94 | 86.38 | 222% |
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