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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$72.82
Change+$0.26 (+0.36%)
VolumeN/A
Net Assets267.15M
American Funds SMALLCAP World C
Price$59.04
Change+$0.22 (+0.37%)
VolumeN/A
Net Assets79.11B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 79.1B vs. NAEFX (267M). NAEFX pays higher dividends than SCWCX: NAEFX (1.46) vs SCWCX (0.04). NAEFX was incepted earlier than SCWCX: NAEFX (11 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 : 16.03 vs. SCWCX (14.16). SCWCX return over 5 years is better than : 7.48 vs. NAEFX (6.14).
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | 1.28 | 1.78 | 72% |
| Annual Report Gross Expense Ratio | 1.28 | 1.78 | 72% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 20.093 | 8.037 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 79.1B | 0% |
| Annual Yield % from dividends | 1.46 | 0.04 | 3,657% |
| Returns for 1 year | 16.03 | 14.16 | 113% |
| Returns for 3 years | -8.65 | 20.40 | -42% |
| Returns for 5 years | 6.14 | 7.48 | 82% |
| Returns for 10 years | 76.71 | 30.99 | 248% |
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