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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$61.35
Change-$1.48 (-2.36%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$55.00
Change-$1.72 (-3.03%)
VolumeN/A
CapitalizationN/A
NAEFX vs SCWCX Comparison Chart
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NAEFX vs. SCWCX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 76.3B vs. NAEFX (254M). 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 : 3.25 vs. NAEFX (-2.60). NAEFX return over 5 years is better than : 6.06 vs. SCWCX (5.48).
| 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 | -3.553 | 2.174 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 76.3B | 0% |
| Annual Yield % from dividends | 2.92 | 0.08 | 3,462% |
| Returns for 1 year | -2.60 | 3.25 | -80% |
| Returns for 3 years | -26.14 | -12.86 | 203% |
| Returns for 5 years | 6.06 | 5.48 | 111% |
| Returns for 10 years | N/A | 20.19 | - |
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