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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$77.86
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets275.7M
American Funds SMALLCAP World C
Price$61.19
Change-$0.28 (-0.46%)
VolumeN/A
Net Assets82.43B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Jan 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 Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 82.4B vs. NAEFX (276M). NAEFX pays higher dividends than SCWCX: NAEFX (0.93) vs SCWCX (0.17). NAEFX was incepted earlier than SCWCX: NAEFX (11 years) vs SCWCX (25 years). SCWCX (1.77) is less costly to investors than NAEFX (1.28). 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 : 33.42 vs. SCWCX (14.64). SCWCX return over 5 years is better than : -12.10 vs. NAEFX (-18.63).
| NAEFX | SCWCX | NAEFX / SCWCX | |
| Total Expense Ratio | 1.28 | 1.77 | 72% |
| Annual Report Gross Expense Ratio | 1.28 | 1.77 | 72% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.764 | 4.135 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 82.4B | 0% |
| Annual Yield % from dividends | 0.93 | 0.17 | 546% |
| Returns for 1 year | 33.42 | 14.64 | 228% |
| Returns for 3 years | 8.78 | 25.41 | 35% |
| Returns for 5 years | -18.63 | -12.10 | 154% |
| Returns for 10 years | 116.81 | 75.89 | 154% |
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