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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. CAREX (55.7M). SMCWX pays higher dividends than CAREX: SMCWX (0.58) 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 : 29.83 vs. SMCWX (13.82). CAREX return over 5 years is better than : 15.96 vs. SMCWX (-4.05).
| 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 | 17.682 | 12.021 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.7M | 94.3B | 0% |
| Annual Yield % from dividends | 0.03 | 0.58 | 5% |
| Returns for 1 year | 29.83 | 13.82 | 216% |
| Returns for 3 years | 54.19 | 30.02 | 181% |
| Returns for 5 years | 15.96 | -4.05 | -394% |
| Returns for 10 years | 187.46 | 87.59 | 214% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement