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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 04, 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 Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 88.9B vs. NAEFX (315M). 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 : 31.53 vs. SCWCX (18.43). NAEFX return over 5 years is better than : 4.89 vs. SCWCX (-9.08).
| 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 | 17.592 | 11.726 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 88.9B | 0% |
| Annual Yield % from dividends | 0.78 | 0.15 | 514% |
| Returns for 1 year | 31.53 | 18.43 | 171% |
| Returns for 3 years | 32.22 | 33.00 | 98% |
| Returns for 5 years | 4.89 | -9.08 | -54% |
| Returns for 10 years | 112.23 | 66.01 | 170% |
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