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CAREX vs SMCWX
CAREX vs SMCWX Comparison
Open Charts CAREX vs SMCWX
Domini Sustainable Solutions I
Price$17.38
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets41.95M
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
CAREX vs SMCWX Comparison Chart in %
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CAREX vs. SMCWX commentary
Nov 20, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 78.9B vs. CAREX (41.9M). SMCWX pays higher dividends than CAREX: SMCWX (0.57) vs CAREX (0.00). CAREX was incepted earlier than SMCWX: CAREX (6 years) vs SMCWX (36 years). CAREX (2.13) is less costly to investors than SMCWX (1.04). CAREX is a more actively managed with annual turnover of: 45.00 vs. SMCWX (32.00). 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 : 7.42 vs. SMCWX (5.98). SMCWX return over 5 years is better than : 1.75 vs. CAREX (-3.38).
| CAREX | SMCWX | CAREX / SMCWX | |
| Total Expense Ratio | 1.40 | 1.04 | 135% |
| Annual Report Gross Expense Ratio | 2.13 | 1.04 | 205% |
| Fund Existence | 6 years | 36 years | - |
| Gain YTD | 10.000 | 8.154 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 7.42 | 5.98 | 124% |
| Returns for 3 years | 31.19 | 29.35 | 106% |
| Returns for 5 years | -3.38 | 1.75 | -193% |
| Returns for 10 years | 155.46 | 56.75 | 274% |
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