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NAEFX vs SFCWX
NAEFX vs SFCWX Comparison
Open Charts NAEFX vs SFCWX
New Alternatives Investor
Price$75.85
Change-$0.89 (-1.16%)
VolumeN/A
Net Assets276.68M
American Funds SMALLCAP World F3
Price$74.57
Change-$0.39 (-0.52%)
VolumeN/A
Net Assets79.34B
NAEFX vs SFCWX Comparison Chart in %
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NAEFX vs. SFCWX commentary
Nov 20, 2025
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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.3B vs. NAEFX (277M). NAEFX pays higher dividends than SFCWX: NAEFX (1.37) vs SFCWX (0.90). NAEFX was incepted earlier than SFCWX: NAEFX (11 years) vs SFCWX (9 years). NAEFX (1.28) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). NAEFX has a lower initial minimum investment than SFCWX: NAEFX (3500) vs SFCWX (1000000). NAEFX annual gain was more profitable for investors over the last year : 22.06 vs. SFCWX (6.81). SFCWX return over 5 years is better than : 3.83 vs. NAEFX (-4.10).
| NAEFX | SFCWX | NAEFX / SFCWX | |
| Total Expense Ratio | 1.28 | 0.65 | 197% |
| Annual Report Gross Expense Ratio | 1.28 | 0.65 | 197% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 27.011 | 8.311 | 325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 79.3B | 0% |
| Annual Yield % from dividends | 1.37 | 0.90 | 153% |
| Returns for 1 year | 22.06 | 6.81 | 324% |
| Returns for 3 years | 9.11 | 30.20 | 30% |
| Returns for 5 years | -4.10 | 3.83 | -107% |
| Returns for 10 years | 105.27 | N/A | - |
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