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CAREX vs CSPAX
CAREX vs CSPAX Comparison
Open Charts CAREX vs CSPAX
Domini Sustainable Solutions I
Price$16.89
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets40.73M
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
CAREX vs CSPAX Comparison Chart in %
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CAREX vs. CSPAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. CAREX (40.7M). CSPAX pays higher dividends than CAREX: CSPAX (0.56) vs CAREX (0.00). CAREX was incepted earlier than CSPAX: CAREX (5 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 annual gain was more profitable for investors over the last year : 12.31 vs. CAREX (5.43). CSPAX return over 5 years is better than : 17.56 vs. CAREX (9.53).
| CAREX | CSPAX | CAREX / CSPAX | |
| Total Expense Ratio | 1.40 | 1.06 | 132% |
| Annual Report Gross Expense Ratio | 2.13 | 1.06 | 201% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 6.899 | 11.673 | 59% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 81.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 5.43 | 12.31 | 44% |
| Returns for 3 years | 30.73 | 36.70 | 84% |
| Returns for 5 years | 9.53 | 17.56 | 54% |
| Returns for 10 years | 130.90 | 60.97 | 215% |
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