Interact to see
Advertisement
Advertisement
NCMAX vs SWCAX
NCMAX vs SWCAX Comparison
Open Charts NCMAX vs SWCAX
NCMAX vs SWCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NCMAX vs. SWCAX commentary
Aug 26, 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: 605M vs. NCMAX (214M). SWCAX pays higher dividends than NCMAX: SWCAX (3.25) vs NCMAX (3.03). NCMAX was incepted earlier than SWCAX: NCMAX (24 years) vs SWCAX (35 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 (14.00). SWCAX has a lower initial minimum investment than NCMAX: SWCAX (0) vs NCMAX (2000). SWCAX annual gain was more profitable for investors over the last year : 3.91 vs. NCMAX (3.47). NCMAX return over 5 years is better than : 3.52 vs. SWCAX (2.12).
| 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 | 35 years | - |
| Gain YTD | 0.122 | -0.074 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 605M | 35% |
| Annual Yield % from dividends | 3.03 | 3.25 | 93% |
| Returns for 1 year | 3.47 | 3.91 | 89% |
| Returns for 3 years | 9.48 | 10.09 | 94% |
| Returns for 5 years | 3.52 | 2.12 | 166% |
| Returns for 10 years | 14.81 | 11.07 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers