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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
Jun 24, 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 StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.5B vs. NAEFX (316M). NAEFX pays higher dividends than SCWCX: NAEFX (0.78) vs SCWCX (0.15). NAEFX was incepted earlier than SCWCX: NAEFX (11 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 : 29.88 vs. SCWCX (18.06). NAEFX return over 5 years is better than : 4.92 vs. SCWCX (-10.06).
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | 1.35 | 1.77 | 76% |
| Annual Report Gross Expense Ratio | 1.35 | 1.77 | 76% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 17.645 | 13.853 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 91.5B | 0% |
| Annual Yield % from dividends | 0.78 | 0.15 | 514% |
| Returns for 1 year | 29.88 | 18.06 | 165% |
| Returns for 3 years | 35.06 | 35.23 | 100% |
| Returns for 5 years | 4.92 | -10.06 | -49% |
| Returns for 10 years | 119.01 | 76.61 | 155% |
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