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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$69.64
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets259.17M
American Funds SMALLCAP World C
Price$56.53
Change+$0.37 (+0.66%)
VolumeN/A
Net Assets75.3B
NAEFX vs SCWCX Comparison Chart
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NAEFX vs. SCWCX commentary
Jun 07, 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 NAEFX is a Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 75.3B vs. NAEFX (259M). NAEFX pays higher dividends than SCWCX: NAEFX (1.54) vs SCWCX (0.00). NAEFX was incepted earlier than SCWCX: NAEFX (10 years) vs SCWCX (24 years). SCWCX (1.78) is less costly to investors than NAEFX (1.28). SCWCX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). SCWCX has a lower initial minimum investment than NAEFX: SCWCX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 4.80 vs. SCWCX (3.97). NAEFX return over 5 years is better than : 16.81 vs. SCWCX (11.09).
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | 1.28 | 1.78 | 72% |
| Annual Report Gross Expense Ratio | 1.28 | 1.78 | 72% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 15.293 | 3.402 | 449% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 75.3B | 0% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 4.80 | 3.97 | 121% |
| Returns for 3 years | -11.52 | 14.26 | -81% |
| Returns for 5 years | 16.81 | 11.09 | 152% |
| Returns for 10 years | 50.17 | 24.11 | 208% |
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