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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$73.63
Change-$0.35 (-0.47%)
VolumeN/A
Net Assets269.35M
American Funds SMALLCAP World C
Price$59.94
Change-$0.62 (-1.02%)
VolumeN/A
Net Assets81.26B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 81.3B vs. NAEFX (269M). NAEFX pays higher dividends than SCWCX: NAEFX (1.45) vs SCWCX (0.04). NAEFX was incepted earlier than SCWCX: NAEFX (11 years) vs SCWCX (25 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 : 6.44 vs. SCWCX (5.93). SCWCX return over 5 years is better than : 9.34 vs. NAEFX (7.85).
| 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 | 25 years | - |
| Gain YTD | 22.443 | 9.684 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 81.3B | 0% |
| Annual Yield % from dividends | 1.45 | 0.04 | 3,762% |
| Returns for 1 year | 6.44 | 5.93 | 109% |
| Returns for 3 years | 9.73 | 42.05 | 23% |
| Returns for 5 years | 7.85 | 9.34 | 84% |
| Returns for 10 years | 111.52 | 49.41 | 226% |
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