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CAREX vs SMCWX
CAREX vs SMCWX Comparison
Open Charts CAREX vs SMCWX
Domini Sustainable Solutions I
Price$16.07
Change-$0.27 (-1.65%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.71
Change-$0.85 (-1.22%)
VolumeN/A
CapitalizationN/A
CAREX vs SMCWX Comparison Chart
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CAREX vs. SMCWX commentary
Nov 18, 2024
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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.7B vs. CAREX (36.1M). SMCWX pays higher dividends than CAREX: SMCWX (0.61) vs CAREX (0.00). CAREX was incepted earlier than SMCWX: CAREX (5 years) vs SMCWX (35 years). CAREX is a more actively managed with annual turnover of: 39.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than CAREX: SMCWX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : 23.54 vs. SMCWX (15.96).
| CAREX | SMCWX | CAREX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 35 years | - |
| Gain YTD | 11.926 | 3.713 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.1M | 74.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 23.54 | 15.96 | 148% |
| Returns for 3 years | -21.52 | -25.88 | 83% |
| Returns for 5 years | N/A | 18.89 | - |
| Returns for 10 years | 82.36 | 39.18 | 210% |