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NAEFX vs SMCWX
NAEFX vs SMCWX Comparison
Open Charts NAEFX vs SMCWX
NAEFX vs SMCWX Comparison Chart in %
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NAEFX vs. SMCWX 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.4B vs. NAEFX (287M). NAEFX pays higher dividends than SMCWX: NAEFX (0.84) vs SMCWX (0.60). NAEFX was incepted earlier than SMCWX: NAEFX (12 years) vs SMCWX (36 years). NAEFX (1.35) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. NAEFX (4.09). SMCWX has a lower initial minimum investment than NAEFX: SMCWX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 14.04 vs. SMCWX (8.99). NAEFX return over 5 years is better than : -6.42 vs. SMCWX (-9.27).
| NAEFX | SMCWX | NAEFX / SMCWX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.03 | 131% |
| Fund Existence | 12 years | 36 years | - |
| Gain YTD | 8.378 | 12.294 | 68% |
| Front Load | N/A | 6% | - |
| 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 | 0.60 | 140% |
| Returns for 1 year | 14.04 | 8.99 | 156% |
| Returns for 3 years | 34.44 | 37.46 | 92% |
| Returns for 5 years | -6.42 | -9.27 | 69% |
| Returns for 10 years | 83.78 | 83.28 | 101% |
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