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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$77.12
Change-$1.30 (-1.66%)
VolumeN/A
Net Assets279.51M
American Funds SMALLCAP World C
Price$60.20
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets81.1B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Oct 19, 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 Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 81.1B vs. NAEFX (280M). NAEFX pays higher dividends than SCWCX: NAEFX (1.42) 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 : 12.50 vs. SCWCX (5.60). SCWCX return over 5 years is better than : 2.13 vs. NAEFX (-0.31).
| 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 | 27.640 | 10.160 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 81.1B | 0% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,711% |
| Returns for 1 year | 12.50 | 5.60 | 223% |
| Returns for 3 years | 20.98 | 37.81 | 55% |
| Returns for 5 years | -0.31 | 2.13 | -15% |
| Returns for 10 years | 95.91 | 43.14 | 222% |
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