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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$61.36
Change+$1.54 (+2.57%)
VolumeN/A
Net Assets235.92M
American Funds SMALLCAP World C
Price$48.92
Change+$0.84 (+1.75%)
VolumeN/A
Net Assets65.73B
NAEFX vs SCWCX Comparison Chart
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NAEFX vs. SCWCX commentary
Apr 14, 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: 65.7B vs. NAEFX (236M). NAEFX pays higher dividends than SCWCX: NAEFX (1.66) 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 (1.21). SCWCX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (7.97). 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 : 3.78 vs. SCWCX (-10.24). SCWCX return over 5 years is better than : 19.57 vs. NAEFX (17.58).
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | 1.21 | 1.78 | 68% |
| Annual Report Gross Expense Ratio | 1.21 | 1.78 | 68% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.556 | -10.518 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 65.7B | 0% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 3.78 | -10.24 | -37% |
| Returns for 3 years | -22.87 | -7.98 | 287% |
| Returns for 5 years | 17.58 | 19.57 | 90% |
| Returns for 10 years | 31.62 | 9.54 | 332% |