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CAREX vs FSWFX
CAREX vs FSWFX Comparison
Open Charts CAREX vs FSWFX
Domini Sustainable Solutions I
Price$18.70
Change+$1.09 (+6.19%)
VolumeN/A
Net Assets45.72M
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
CAREX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. CAREX (45.7M). FSWFX pays higher dividends than CAREX: FSWFX (0.92) vs CAREX (0.00). CAREX was incepted earlier than FSWFX: CAREX (6 years) vs FSWFX (5 years). CAREX (2.05) is less costly to investors than FSWFX (0.76). CAREX is a more actively managed with annual turnover of: 64.00 vs. FSWFX (41.00). FSWFX has a lower initial minimum investment than CAREX: FSWFX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : 15.57 vs. FSWFX (13.61). FSWFX return over 5 years is better than : -6.11 vs. CAREX (-10.25).
| CAREX | FSWFX | CAREX / FSWFX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 2.05 | 0.76 | 270% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 4.120 | 4.799 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | 15.57 | 13.61 | 114% |
| Returns for 3 years | 35.43 | 25.43 | 139% |
| Returns for 5 years | -10.25 | -6.11 | 168% |
| Returns for 10 years | 200.51 | N/A | - |
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