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CAREX vs SFCWX
CAREX vs SFCWX Comparison
Open Charts CAREX vs SFCWX
Domini Sustainable Solutions I
Price$15.98
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets35.85M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
CAREX vs SFCWX Comparison Chart
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CAREX vs. SFCWX commentary
Jun 16, 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: 75.5B vs. CAREX (35.8M). SFCWX pays higher dividends than CAREX: SFCWX (0.96) vs CAREX (0.02). CAREX was incepted earlier than SFCWX: CAREX (5 years) vs SFCWX (8 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 : 5.19 vs. CAREX (-0.50). CAREX (24.36) and SFCWX (24.23) have equivalent 5 years return.
| 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 | 8 years | - |
| Gain YTD | 1.139 | 3.590 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8M | 75.5B | 0% |
| Annual Yield % from dividends | 0.02 | 0.96 | 2% |
| Returns for 1 year | -0.50 | 5.19 | -10% |
| Returns for 3 years | 30.88 | 31.20 | 99% |
| Returns for 5 years | 24.36 | 24.23 | 101% |
| Returns for 10 years | 97.99 | N/A | - |
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