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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
Jun 24, 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 StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. CAREX (55M). 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 : 32.81 vs. SMCWX (23.85). CAREX return over 5 years is better than : 14.71 vs. SMCWX (-0.98).
| 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 | 18.016 | 16.837 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 91.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.63 | - |
| Returns for 1 year | 32.81 | 23.85 | 138% |
| Returns for 3 years | 60.23 | 42.79 | 141% |
| Returns for 5 years | 14.71 | -0.98 | -1,505% |
| Returns for 10 years | 194.46 | 105.31 | 185% |
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