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NAEFX vs SMCWX
NAEFX vs SMCWX Comparison
Open Charts NAEFX vs SMCWX
New Alternatives Investor
Price$61.35
Change-$1.48 (-2.36%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
NAEFX vs SMCWX Comparison Chart
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NAEFX vs. SMCWX commentary
Dec 19, 2024
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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. NAEFX (254M). NAEFX pays higher dividends than SMCWX: NAEFX (2.92) vs SMCWX (0.61). NAEFX was incepted earlier than SMCWX: NAEFX (10 years) vs SMCWX (35 years). SMCWX is a more actively managed with annual turnover of: 29.00 vs. NAEFX (7.97). SMCWX has a lower initial minimum investment than NAEFX: SMCWX (250) vs NAEFX (3500). SMCWX annual gain was more profitable for investors over the last year : 4.01 vs. NAEFX (-2.60). SMCWX return over 5 years is better than : 12.68 vs. NAEFX (6.06).
| NAEFX | SMCWX | NAEFX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 35 years | - |
| Gain YTD | -3.553 | 2.898 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 76.3B | 0% |
| Annual Yield % from dividends | 2.92 | 0.61 | 475% |
| Returns for 1 year | -2.60 | 4.01 | -65% |
| Returns for 3 years | -26.14 | -10.89 | 240% |
| Returns for 5 years | 6.06 | 12.68 | 48% |
| Returns for 10 years | N/A | 37.65 | - |
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