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NAEFX vs SFCWX
NAEFX vs SFCWX Comparison
Open Charts NAEFX vs SFCWX
NAEFX vs SFCWX Comparison Chart in %
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NAEFX vs. SFCWX commentary
Aug 03, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 94.3B vs. NAEFX (301M). SFCWX pays higher dividends than NAEFX: SFCWX (0.92) vs NAEFX (0.82). NAEFX was incepted earlier than SFCWX: NAEFX (12 years) vs SFCWX (10 years). NAEFX (1.35) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 41.00 vs. NAEFX (4.09). 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 : 19.90 vs. SFCWX (13.30). NAEFX return over 5 years is better than : -1.72 vs. SFCWX (-5.06).
| NAEFX | SFCWX | NAEFX / SFCWX | |
| Total Expense Ratio | 1.35 | 0.65 | 208% |
| Annual Report Gross Expense Ratio | 1.35 | 0.65 | 208% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 13.096 | 10.588 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 94.3B | 0% |
| Annual Yield % from dividends | 0.82 | 0.92 | 90% |
| Returns for 1 year | 19.90 | 13.30 | 150% |
| Returns for 3 years | 29.38 | 29.10 | 101% |
| Returns for 5 years | -1.72 | -5.06 | 34% |
| Returns for 10 years | 91.85 | N/A | - |
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