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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Aug 03, 2026
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: 94.3B vs. NAEFX (301M). NAEFX pays higher dividends than SCWCX: NAEFX (0.82) vs SCWCX (0.12). NAEFX was incepted earlier than SCWCX: NAEFX (12 years) vs SCWCX (25 years). SCWCX (1.77) is less costly to investors than NAEFX (1.35). SCWCX is a more actively managed with annual turnover of: 41.00 vs. NAEFX (4.09). 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 : 19.90 vs. SCWCX (10.87). NAEFX return over 5 years is better than : -1.72 vs. SCWCX (-12.74).
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | 1.35 | 1.77 | 76% |
| Annual Report Gross Expense Ratio | 1.35 | 1.77 | 76% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 13.096 | 9.871 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 94.3B | 0% |
| Annual Yield % from dividends | 0.82 | 0.12 | 677% |
| Returns for 1 year | 19.90 | 10.87 | 183% |
| Returns for 3 years | 29.38 | 23.51 | 125% |
| Returns for 5 years | -1.72 | -12.74 | 13% |
| Returns for 10 years | 91.85 | 59.47 | 154% |
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