Domini Sustainable Solutions Fund (CAREX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAREX
CAREX charges 1.40% annually. There are 217 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | CAREX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CAREX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CAREX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CAREX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | CAREX vs VMNVX |
Best Risk-Adjusted Alternatives to CAREX
CAREX has a PortfoliosLab risk / return rank of 64. There are 58 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | CAREX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | CAREX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | CAREX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | CAREX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | CAREX vs JGYIX |
Top Performing CAREX Alternatives (YTD)
CAREX is at 20.43% YTD. There are 17 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | CAREX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | CAREX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | CAREX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | CAREX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | CAREX vs PRGSX |
Lowest Volatility Alternatives to CAREX
CAREX has 15.73% 1-year volatility. There are 186 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | CAREX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | CAREX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | CAREX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | CAREX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | CAREX vs SGMAX |
Lowest Drawdown Alternatives to CAREX
CAREX has a 1-year max drawdown of -8.46%. There are 33 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | CAREX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | CAREX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | CAREX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | CAREX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CAREX vs LVAFX |
Other Mutual Funds from Domini
The 3 most viewed Domini mutual funds shown here include DSEFX, DOMIX, DSBFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Domini Impact Equity Fund | Large Cap Growth Equities | 49 | 11.81% | — | Jun 1991 | CAREX vs DSEFX | |
| Domini Impact International Equity Fund | Foreign Large Cap Equities | 27 | 9.41% | — | Dec 2006 | CAREX vs DOMIX | |
| Domini Impact Bond Fund | Intermediate Core-Plus Bond | 21 | 0.63% | — | Jun 2000 | CAREX vs DSBFX |
Often Compared With CAREX
Investors most often compare CAREX with CAEIX, FMIEX, ARTHX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CAREX with Any Fund or Stock
Compare CAREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAREX with funds that move differently
Domini Sustainable Solutions Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAREX.
Explore CAREX Diversifiers