Interact to see
Advertisement
Advertisement
CAREX vs SFCWX
CAREX vs SFCWX Comparison
Open Charts CAREX vs SFCWX
Domini Sustainable Solutions I
Price$16.55
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets37.51M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
CAREX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAREX vs. SFCWX commentary
Jul 28, 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 SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.8B vs. CAREX (37.5M). SFCWX pays higher dividends than CAREX: SFCWX (0.94) vs CAREX (0.00). CAREX was incepted earlier than SFCWX: CAREX (5 years) vs SFCWX (9 years). CAREX (2.13) is less costly to investors than SFCWX (0.65). CAREX is a more actively managed with annual turnover of: 45.00 vs. SFCWX (32.00). CAREX has a lower initial minimum investment than SFCWX: CAREX (2500) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 10.24 vs. CAREX (5.41). SFCWX return over 5 years is better than : 21.81 vs. CAREX (10.63).
| CAREX | SFCWX | CAREX / SFCWX | |
| Total Expense Ratio | 1.40 | 0.65 | 215% |
| Annual Report Gross Expense Ratio | 2.13 | 0.65 | 328% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 4.747 | 9.778 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 5.41 | 10.24 | 53% |
| Returns for 3 years | 27.31 | 33.82 | 81% |
| Returns for 5 years | 10.63 | 21.81 | 49% |
| Returns for 10 years | 115.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers