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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$77.29
Change-$1.58 (-2.00%)
VolumeN/A
Net Assets284.63M
American Funds SMALLCAP World C
Price$59.69
Change-$1.09 (-1.79%)
VolumeN/A
Net Assets81.78B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Nov 14, 2025
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 StrongBuy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 81.8B vs. NAEFX (285M). NAEFX pays higher dividends than SCWCX: NAEFX (1.37) vs SCWCX (0.04). NAEFX was incepted earlier than SCWCX: NAEFX (11 years) vs SCWCX (25 years). SCWCX (1.78) is less costly to investors than NAEFX (1.28). SCWCX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). SCWCX has a lower initial minimum investment than NAEFX: SCWCX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 24.06 vs. SCWCX (6.67). SCWCX return over 5 years is better than : 1.18 vs. NAEFX (-4.02).
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | 1.28 | 1.78 | 72% |
| Annual Report Gross Expense Ratio | 1.28 | 1.78 | 72% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 27.921 | 11.221 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 81.8B | 0% |
| Annual Yield % from dividends | 1.37 | 0.04 | 3,604% |
| Returns for 1 year | 24.06 | 6.67 | 360% |
| Returns for 3 years | 9.75 | 27.99 | 35% |
| Returns for 5 years | -4.02 | 1.18 | -341% |
| Returns for 10 years | 100.98 | 46.05 | 219% |
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