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CAREX vs FSWFX
CAREX vs FSWFX Comparison
Open Charts CAREX vs FSWFX
Domini Sustainable Solutions I
Price$15.98
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets35.85M
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
CAREX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. CAREX (35.8M). FSWFX pays higher dividends than CAREX: FSWFX (0.87) vs CAREX (0.02). CAREX was incepted earlier than FSWFX: CAREX (5 years) vs FSWFX (5 years). CAREX (2.13) is less costly to investors than FSWFX (0.76). CAREX is a more actively managed with annual turnover of: 45.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than CAREX: FSWFX (250) vs CAREX (2500). FSWFX annual gain was more profitable for investors over the last year : 5.07 vs. CAREX (-0.50).
| CAREX | FSWFX | CAREX / FSWFX | |
| Total Expense Ratio | 1.40 | 0.76 | 184% |
| Annual Report Gross Expense Ratio | 2.13 | 0.76 | 280% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 1.139 | 3.538 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8M | 75.5B | 0% |
| Annual Yield % from dividends | 0.02 | 0.87 | 2% |
| Returns for 1 year | -0.50 | 5.07 | -10% |
| Returns for 3 years | 30.88 | 31.20 | 99% |
| Returns for 5 years | 24.36 | N/A | - |
| Returns for 10 years | 97.99 | N/A | - |
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