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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 94.3B vs. NAEFX (307M). NAEFX pays higher dividends than SCWCX: NAEFX (0.79) vs SCWCX (0.11). 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 : 22.47 vs. SCWCX (11.87). NAEFX return over 5 years is better than : 1.03 vs. SCWCX (-10.18).
| 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 | 15.331 | 11.572 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 94.3B | 0% |
| Annual Yield % from dividends | 0.79 | 0.11 | 689% |
| Returns for 1 year | 22.47 | 11.87 | 189% |
| Returns for 3 years | 27.94 | 25.90 | 108% |
| Returns for 5 years | 1.03 | -10.18 | -10% |
| Returns for 10 years | 96.89 | 65.03 | 149% |
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