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CAREX vs FSFWX
CAREX vs FSFWX Comparison
Open Charts CAREX vs FSFWX
Domini Sustainable Solutions I
Price$17.65
Change-$0.36 (-2.00%)
VolumeN/A
Net Assets42.88M
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
CAREX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. CAREX (42.9M). FSFWX pays higher dividends than CAREX: FSFWX (0.88) vs CAREX (0.00). CAREX was incepted earlier than FSFWX: CAREX (6 years) vs FSFWX (5 years). CAREX (2.13) is less costly to investors than FSFWX (0.71). CAREX is a more actively managed with annual turnover of: 45.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than CAREX: FSFWX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : 8.82 vs. FSFWX (7.82). FSFWX return over 5 years is better than : 9.11 vs. CAREX (4.54).
| CAREX | FSFWX | CAREX / FSFWX | |
| Total Expense Ratio | 1.40 | 0.71 | 197% |
| Annual Report Gross Expense Ratio | 2.13 | 0.71 | 300% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 13.987 | 12.270 | 114% |
| Front Load | N/A | N/A | - |
| 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 | 0.88 | - |
| Returns for 1 year | 8.82 | 7.82 | 113% |
| Returns for 3 years | 35.64 | 32.18 | 111% |
| Returns for 5 years | 4.54 | 9.11 | 50% |
| Returns for 10 years | 164.72 | N/A | - |
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