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CAREX vs SMCWX
CAREX vs SMCWX Comparison
Open Charts CAREX vs SMCWX
Domini Sustainable Solutions I
Price$17.09
Change-$0.07 (-0.41%)
VolumeN/A
Net Assets41.59M
American Funds SMALLCAP World A
Price$75.88
Change+$0.16 (+0.21%)
VolumeN/A
Net Assets81.91B
CAREX vs SMCWX Comparison Chart in %
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CAREX vs. SMCWX commentary
Sep 17, 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 Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.9B vs. CAREX (41.6M). SMCWX pays higher dividends than CAREX: SMCWX (0.57) vs CAREX (0.00). CAREX was incepted earlier than SMCWX: CAREX (5 years) vs SMCWX (35 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). SMCWX annual gain was more profitable for investors over the last year : 10.38 vs. CAREX (4.33). SMCWX return over 5 years is better than : 16.93 vs. CAREX (7.43).
| CAREX | SMCWX | CAREX / SMCWX | |
| Total Expense Ratio | 1.40 | 1.04 | 135% |
| Annual Report Gross Expense Ratio | 2.13 | 1.04 | 205% |
| Fund Existence | 5 years | 35 years | - |
| Gain YTD | 8.165 | 12.637 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 81.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 4.33 | 10.38 | 42% |
| Returns for 3 years | 30.98 | 37.78 | 82% |
| Returns for 5 years | 7.43 | 16.93 | 44% |
| Returns for 10 years | 138.11 | 61.91 | 223% |
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