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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$71.88
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets267.61M
American Funds SMALLCAP World C
Price$59.66
Change-$0.48 (-0.80%)
VolumeN/A
Net Assets80.59B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Sep 03, 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 StrongBuy and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 80.6B vs. NAEFX (268M). NAEFX pays higher dividends than SCWCX: NAEFX (1.45) 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 : 10.92 vs. SCWCX (6.14). SCWCX return over 5 years is better than : 7.93 vs. NAEFX (5.59).
| 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 | 20.854 | 9.172 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 80.6B | 0% |
| Annual Yield % from dividends | 1.45 | 0.04 | 3,762% |
| Returns for 1 year | 10.92 | 6.14 | 178% |
| Returns for 3 years | -2.22 | 30.63 | -7% |
| Returns for 5 years | 5.59 | 7.93 | 71% |
| Returns for 10 years | 91.20 | 42.57 | 214% |
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