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NCMAX vs SWCAX
NCMAX vs SWCAX Comparison
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NCMAX vs SWCAX Comparison Chart in %
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NCMAX vs. SWCAX commentary
Jun 19, 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 NCMAX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 601M vs. NCMAX (259M). SWCAX pays higher dividends than NCMAX: SWCAX (3.19) vs NCMAX (2.95). NCMAX was incepted earlier than SWCAX: NCMAX (24 years) vs SWCAX (34 years). NCMAX (0.58) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 35.00 vs. NCMAX (16.00). SWCAX has a lower initial minimum investment than NCMAX: SWCAX (0) vs NCMAX (2000). SWCAX (5.74) and NCMAX (5.48) have marching annual gain over last year. NCMAX return over 5 years is better than : 4.86 vs. SWCAX (3.53).
| NCMAX | SWCAX | NCMAX / SWCAX | |
| Total Expense Ratio | 0.48 | 0.38 | 126% |
| Annual Report Gross Expense Ratio | 0.58 | 0.41 | 141% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 1.044 | 0.951 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 601M | 43% |
| Annual Yield % from dividends | 2.95 | 3.19 | 93% |
| Returns for 1 year | 5.48 | 5.74 | 95% |
| Returns for 3 years | 9.96 | 10.51 | 95% |
| Returns for 5 years | 4.86 | 3.53 | 138% |
| Returns for 10 years | 16.38 | 12.79 | 128% |
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