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CAREX vs SFCWX
CAREX vs SFCWX Comparison
Open Charts CAREX vs SFCWX
Domini Sustainable Solutions I
Price$18.70
Change+$1.09 (+6.19%)
VolumeN/A
Net Assets45.72M
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
CAREX vs SFCWX Comparison Chart in %
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CAREX vs. SFCWX commentary
Feb 05, 2026
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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. CAREX (45.7M). SFCWX pays higher dividends than CAREX: SFCWX (1.00) vs CAREX (0.00). CAREX was incepted earlier than SFCWX: CAREX (6 years) vs SFCWX (9 years). CAREX (2.05) is less costly to investors than SFCWX (0.65). CAREX is a more actively managed with annual turnover of: 64.00 vs. SFCWX (41.00). CAREX has a lower initial minimum investment than SFCWX: CAREX (2500) vs SFCWX (1000000). CAREX annual gain was more profitable for investors over the last year : 15.57 vs. SFCWX (13.84). SFCWX return over 5 years is better than : -5.67 vs. CAREX (-10.25).
| CAREX | SFCWX | CAREX / SFCWX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 2.05 | 0.65 | 315% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 4.120 | 4.814 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 15.57 | 13.84 | 113% |
| Returns for 3 years | 35.43 | 25.94 | 137% |
| Returns for 5 years | -10.25 | -5.67 | 181% |
| Returns for 10 years | 200.51 | N/A | - |
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