Ad is loading...
Ad is loading...
NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$64.09
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$55.47
Change-$0.69 (-1.23%)
VolumeN/A
CapitalizationN/A
NAEFX vs SCWCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAEFX vs. SCWCX commentary
Nov 18, 2024
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 NAEFX is a Sell and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 74.7B vs. NAEFX (263M). NAEFX pays higher dividends than SCWCX: NAEFX (2.92) vs SCWCX (0.08). NAEFX was incepted earlier than SCWCX: NAEFX (10 years) vs SCWCX (24 years). SCWCX is a more actively managed with annual turnover of: 29.00 vs. NAEFX (7.97). SCWCX has a lower initial minimum investment than NAEFX: SCWCX (250) vs NAEFX (3500). SCWCX annual gain was more profitable for investors over the last year : 15.09 vs. NAEFX (7.01). SCWCX (11.28) and NAEFX (11.19) have equivalent 5 years return.
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -2.272 | 3.047 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 74.7B | 0% |
| Annual Yield % from dividends | 2.92 | 0.08 | 3,462% |
| Returns for 1 year | 7.01 | 15.09 | 46% |
| Returns for 3 years | -29.25 | -28.88 | 101% |
| Returns for 5 years | 11.19 | 11.28 | 99% |
| Returns for 10 years | N/A | 21.54 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...