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CAREX vs SMCWX
CAREX vs SMCWX Comparison
Open Charts CAREX vs SMCWX
Domini Sustainable Solutions I
Price$15.67
Change-$0.35 (-2.18%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$66.31
Change-$1.09 (-1.62%)
VolumeN/A
CapitalizationN/A
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CAREX vs SMCWX Comparison Chart
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CAREX vs. SMCWX commentary
Sep 08, 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 Hold and SMCWX is a StrongSell.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 72.2B vs. CAREX (36M). SMCWX pays higher dividends than CAREX: SMCWX (0.61) vs CAREX (0.00). CAREX was incepted earlier than SMCWX: CAREX (4 years) vs SMCWX (34 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 : 19.84 vs. SMCWX (9.70).
| CAREX | SMCWX | CAREX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 11.577 | 1.736 | 667% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36M | 72.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 19.84 | 9.70 | 205% |
| Returns for 3 years | -18.83 | -27.69 | 68% |
| Returns for 5 years | N/A | 20.77 | - |
| Returns for 10 years | 71.40 | 34.08 | 210% |
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