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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$59.25
Change+$0.69 (+1.18%)
VolumeN/A
Net Assets233.01M
American Funds SMALLCAP World C
Price$56.35
Change+$0.58 (+1.04%)
VolumeN/A
Net Assets75.73B
NAEFX vs SCWCX Comparison Chart
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NAEFX vs. SCWCX commentary
Jan 31, 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: 75.7B vs. NAEFX (233M). 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 : 8.12 vs. NAEFX (-2.83). SCWCX return over 5 years is better than : 13.82 vs. NAEFX (-1.62).
| 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 | -3.078 | 3.073 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 75.7B | 0% |
| Annual Yield % from dividends | 2.92 | 0.08 | 3,462% |
| Returns for 1 year | -2.83 | 8.12 | -35% |
| Returns for 3 years | -24.07 | -2.39 | 1,008% |
| Returns for 5 years | -1.62 | 13.82 | -12% |
| Returns for 10 years | 36.32 | 37.46 | 97% |
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