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CAREX vs SMCWX
CAREX vs SMCWX Comparison
Open Charts CAREX vs SMCWX
Domini Sustainable Solutions I
Price$17.48
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets42.38M
American Funds SMALLCAP World A
Price$74.65
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
CAREX vs SMCWX Comparison Chart in %
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CAREX vs. SMCWX commentary
Oct 18, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.1B vs. CAREX (42.4M). SMCWX pays higher dividends than CAREX: SMCWX (0.57) vs CAREX (0.00). CAREX was incepted earlier than SMCWX: CAREX (6 years) vs SMCWX (35 years). CAREX (2.13) is less costly to investors than SMCWX (1.04). CAREX is a more actively managed with annual turnover of: 45.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than CAREX: SMCWX (250) vs CAREX (2500). SMCWX annual gain was more profitable for investors over the last year : 6.40 vs. CAREX (5.81). SMCWX return over 5 years is better than : 8.37 vs. CAREX (-2.33).
| CAREX | SMCWX | CAREX / SMCWX | |
| Total Expense Ratio | 1.40 | 1.04 | 135% |
| Annual Report Gross Expense Ratio | 2.13 | 1.04 | 205% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 10.633 | 10.811 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4M | 81.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 5.81 | 6.40 | 91% |
| Returns for 3 years | 43.54 | 40.93 | 106% |
| Returns for 5 years | -2.33 | 8.37 | -28% |
| Returns for 10 years | 141.24 | 62.33 | 227% |
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