Interact to see
Advertisement
Advertisement
CAREX vs CSPAX
CAREX vs CSPAX Comparison
Open Charts CAREX vs CSPAX
Domini Sustainable Solutions I
Price$17.65
Change-$0.36 (-2.00%)
VolumeN/A
Net Assets42.88M
American Funds SMALLCAP World 529A
Price$72.81
Change-$1.33 (-1.79%)
VolumeN/A
Net Assets81.78B
CAREX vs CSPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAREX vs. CSPAX commentary
Nov 14, 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 CSPAX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.8B vs. CAREX (42.9M). CSPAX pays higher dividends than CAREX: CSPAX (0.55) vs CAREX (0.00). CAREX was incepted earlier than CSPAX: CAREX (6 years) vs CSPAX (24 years). CAREX (2.13) is less costly to investors than CSPAX (1.06). CAREX is a more actively managed with annual turnover of: 45.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than CAREX: CSPAX (250) vs CAREX (2500). CSPAX (6.56) and CAREX (6.52) have marching annual gain over last year. CSPAX return over 5 years is better than : 5.10 vs. CAREX (2.45).
| CAREX | CSPAX | CAREX / CSPAX | |
| Total Expense Ratio | 1.40 | 1.06 | 132% |
| Annual Report Gross Expense Ratio | 2.13 | 1.06 | 201% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 11.709 | 9.907 | 118% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 81.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 6.52 | 6.56 | 99% |
| Returns for 3 years | 34.24 | 29.85 | 115% |
| Returns for 5 years | 2.45 | 5.10 | 48% |
| Returns for 10 years | 156.99 | 60.84 | 258% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DRV | 26.15 | 1.02 | +4.06% |
| Direxion Daily Real Estate Bear 3X ETF | |||
| MQY | 11.57 | -0.02 | -0.17% |
| Blackrock Muni Yield Quality Fund | |||
| OPP | 8.07 | -0.03 | -0.37% |
| RiverNorth/DoubleLine Strategic Opportunity Fund | |||
| EMOP | 40.55 | -0.25 | -0.62% |
| AB Emerging Markets Opportunities ETF | |||
| IBIT | 55.59 | -2.00 | -3.47% |
| iShares Bitcoin Trust ETF | |||