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NAEFX vs SMCWX
NAEFX vs SMCWX Comparison
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NAEFX vs SMCWX Comparison Chart in %
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NAEFX vs. SMCWX commentary
Jul 14, 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 SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. NAEFX (307M). NAEFX pays higher dividends than SMCWX: NAEFX (0.79) vs SMCWX (0.58). 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 : 22.47 vs. SMCWX (13.82). NAEFX return over 5 years is better than : 1.03 vs. SMCWX (-4.05).
| 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 | 15.331 | 12.021 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 94.3B | 0% |
| Annual Yield % from dividends | 0.79 | 0.58 | 137% |
| Returns for 1 year | 22.47 | 13.82 | 163% |
| Returns for 3 years | 27.94 | 30.02 | 93% |
| Returns for 5 years | 1.03 | -4.05 | -25% |
| Returns for 10 years | 96.89 | 87.59 | 111% |
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