Interact to see
Advertisement
Advertisement
CAREX vs SMCWX
CAREX vs SMCWX Comparison
Open Charts CAREX vs SMCWX
CAREX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAREX vs. SMCWX commentary
Jun 04, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. CAREX (54.1M). SMCWX pays higher dividends than CAREX: SMCWX (0.63) vs CAREX (0.00). 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 : 33.77 vs. SMCWX (20.58). CAREX return over 5 years is better than : 25.63 vs. SMCWX (-3.08).
| 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 | 20.434 | 12.785 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.63 | - |
| Returns for 1 year | 33.77 | 20.58 | 164% |
| Returns for 3 years | 64.64 | 38.22 | 169% |
| Returns for 5 years | 25.63 | -3.08 | -832% |
| Returns for 10 years | 200.97 | 89.89 | 224% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement