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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
Sep 18, 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: 586M vs. NCMAX (205M). SWCAX pays higher dividends than NCMAX: SWCAX (3.24) vs NCMAX (3.05). NCMAX was incepted earlier than SWCAX: NCMAX (24 years) vs SWCAX (35 years). NCMAX (0.59) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 35.00 vs. NCMAX (14.00). SWCAX has a lower initial minimum investment than NCMAX: SWCAX (0) vs NCMAX (2000). NCMAX annual gain was more profitable for investors over the last year : -0.21 vs. SWCAX (-0.50). NCMAX return over 5 years is better than : 1.66 vs. SWCAX (0.09).
| NCMAX | SWCAX | NCMAX / SWCAX | |
| Total Expense Ratio | 0.48 | 0.38 | 126% |
| Annual Report Gross Expense Ratio | 0.59 | 0.41 | 144% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | -1.684 | -2.014 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 586M | 35% |
| Annual Yield % from dividends | 3.05 | 3.24 | 94% |
| Returns for 1 year | -0.21 | -0.50 | 41% |
| Returns for 3 years | 7.48 | 7.70 | 97% |
| Returns for 5 years | 1.66 | 0.09 | 1,771% |
| Returns for 10 years | 13.44 | 9.51 | 141% |
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