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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$73.04
Change+$0.68 (+0.94%)
VolumeN/A
Net Assets267.21M
American Funds SMALLCAP World C
Price$58.78
Change+$0.15 (+0.26%)
VolumeN/A
Net Assets78.52B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Jul 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 Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 78.5B vs. NAEFX (267M). NAEFX pays higher dividends than SCWCX: NAEFX (1.47) 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 : 17.22 vs. SCWCX (9.77). NAEFX return over 5 years is better than : 20.45 vs. SCWCX (13.97).
| 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 | 19.762 | 7.561 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 78.5B | 0% |
| Annual Yield % from dividends | 1.47 | 0.04 | 3,712% |
| Returns for 1 year | 17.22 | 9.77 | 176% |
| Returns for 3 years | -3.25 | 31.26 | -10% |
| Returns for 5 years | 20.45 | 13.97 | 146% |
| Returns for 10 years | 58.48 | 28.23 | 207% |