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CAREX vs SMCWX
CAREX vs SMCWX Comparison
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CAREX vs SMCWX Comparison Chart in %
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CAREX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. CAREX (54.5M). SMCWX pays higher dividends than CAREX: SMCWX (0.61) vs CAREX (0.03). CAREX was incepted earlier than SMCWX: CAREX (6 years) vs SMCWX (36 years). CAREX (2.05) is less costly to investors than SMCWX (1.03). CAREX is a more actively managed with annual turnover of: 64.00 vs. SMCWX (41.00). 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 : 28.83 vs. SMCWX (12.78). CAREX return over 5 years is better than : 9.65 vs. SMCWX (-6.79).
| CAREX | SMCWX | CAREX / SMCWX | |
| Total Expense Ratio | 1.30 | 1.03 | 126% |
| Annual Report Gross Expense Ratio | 2.05 | 1.03 | 199% |
| Fund Existence | 6 years | 36 years | - |
| Gain YTD | 16.346 | 10.342 | 158% |
| Front Load | N/A | 6% | - |
| 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 | 0.61 | 4% |
| Returns for 1 year | 28.83 | 12.78 | 226% |
| Returns for 3 years | 51.99 | 27.52 | 189% |
| Returns for 5 years | 9.65 | -6.79 | -142% |
| Returns for 10 years | 191.94 | 81.21 | 236% |
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