Interact to see
Advertisement
Advertisement
NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$75.85
Change-$0.89 (-1.16%)
VolumeN/A
Net Assets276.68M
American Funds SMALLCAP World C
Price$58.61
Change-$0.31 (-0.53%)
VolumeN/A
Net Assets78.93B
NAEFX vs SCWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAEFX vs. SCWCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 78.9B vs. NAEFX (277M). NAEFX pays higher dividends than SCWCX: NAEFX (1.37) 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 : 22.06 vs. SCWCX (5.61). SCWCX return over 5 years is better than : -3.84 vs. NAEFX (-4.10).
| 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 | 27.011 | 7.250 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 78.9B | 0% |
| Annual Yield % from dividends | 1.37 | 0.04 | 3,604% |
| Returns for 1 year | 22.06 | 5.61 | 393% |
| Returns for 3 years | 9.11 | 26.26 | 35% |
| Returns for 5 years | -4.10 | -3.84 | 107% |
| Returns for 10 years | 105.27 | 37.95 | 277% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IQSM | 33.22 | 0.15 | +0.46% |
| NYLI Candriam U.S. Mid Cap Equity ETF | |||
| PCEM | 10.81 | N/A | N/A |
| Polen Capital Em Mkts ex-China Gr ETF | |||
| IWD | 202.33 | -0.25 | -0.12% |
| iShares Russell 1000 Value ETF | |||
| BDGS | 34.26 | -0.14 | -0.41% |
| Bridges Capital Tactical ETF | |||
| IHAK | 48.85 | -0.45 | -0.91% |
| iShares Cybersecurity and Tech ETF | |||