Ad is loading...
NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$70.11
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$56.71
Change-$0.28 (-0.49%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAEFX vs SCWCX Comparison Chart
Loading...
NAEFX vs. SCWCX commentary
Sep 21, 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 StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 76.8B vs. NAEFX (295M). 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 : 14.78 vs. NAEFX (9.57). NAEFX return over 5 years is better than : 25.17 vs. SCWCX (15.49).
| 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 | 6.526 | 4.050 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 76.8B | 0% |
| Annual Yield % from dividends | 2.92 | 0.08 | 3,462% |
| Returns for 1 year | 9.57 | 14.78 | 65% |
| Returns for 3 years | -22.03 | -27.70 | 80% |
| Returns for 5 years | 25.17 | 15.49 | 162% |
| Returns for 10 years | N/A | 22.19 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...