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NAEFX vs SCWFX
NAEFX vs SCWFX Comparison
Open Charts NAEFX vs SCWFX
NAEFX vs SCWFX Comparison Chart in %
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NAEFX vs. SCWFX commentary
Sep 13, 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 SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 91.4B vs. NAEFX (287M). NAEFX pays higher dividends than SCWFX: NAEFX (0.84) vs SCWFX (0.56). NAEFX was incepted earlier than SCWFX: NAEFX (12 years) vs SCWFX (26 years). NAEFX (1.35) is less costly to investors than SCWFX (1.07). SCWFX is a more actively managed with annual turnover of: 41.00 vs. NAEFX (4.09). SCWFX has a lower initial minimum investment than NAEFX: SCWFX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 14.04 vs. SCWFX (8.85). NAEFX return over 5 years is better than : -6.42 vs. SCWFX (-9.66).
| NAEFX | SCWFX | NAEFX / SCWFX | |
| Total Expense Ratio | 1.35 | 1.07 | 126% |
| Annual Report Gross Expense Ratio | 1.35 | 1.07 | 126% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 8.378 | 12.243 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 91.4B | 0% |
| Annual Yield % from dividends | 0.84 | 0.56 | 149% |
| Returns for 1 year | 14.04 | 8.85 | 159% |
| Returns for 3 years | 34.44 | 37.17 | 93% |
| Returns for 5 years | -6.42 | -9.66 | 66% |
| Returns for 10 years | 83.78 | 81.80 | 102% |
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