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CAREX vs SMCWX
CAREX vs SMCWX Comparison
Open Charts CAREX vs SMCWX
Domini Sustainable Solutions I
Price$18.70
Change+$1.09 (+6.19%)
VolumeN/A
Net Assets45.72M
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
CAREX vs SMCWX Comparison Chart in %
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CAREX vs. SMCWX commentary
Feb 04, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. CAREX (45.7M). SMCWX pays higher dividends than CAREX: SMCWX (0.68) vs CAREX (0.00). CAREX was incepted earlier than SMCWX: CAREX (6 years) vs SMCWX (36 years). CAREX (2.05) is less costly to investors than SMCWX (1.03). CAREX is a more actively managed with annual turnover of: 64.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than CAREX: SMCWX (250) vs CAREX (2500). CAREX annual gain was more profitable for investors over the last year : 15.57 vs. SMCWX (13.30). SMCWX return over 5 years is better than : -7.39 vs. CAREX (-10.25).
| CAREX | SMCWX | CAREX / SMCWX | |
| Total Expense Ratio | 1.30 | 1.03 | 126% |
| Annual Report Gross Expense Ratio | 2.05 | 1.03 | 199% |
| Fund Existence | 6 years | 36 years | - |
| Gain YTD | 4.120 | 4.762 | 87% |
| Front Load | N/A | 6% | - |
| 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 | 0.68 | - |
| Returns for 1 year | 15.57 | 13.30 | 117% |
| Returns for 3 years | 35.43 | 24.37 | 145% |
| Returns for 5 years | -10.25 | -7.39 | 139% |
| Returns for 10 years | 200.51 | 104.21 | 192% |
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