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NAEFX vs SCWCX
NAEFX vs SCWCX Comparison
Open Charts NAEFX vs SCWCX
New Alternatives Investor
Price$81.16
Change+$4.16 (+5.40%)
VolumeN/A
Net Assets286.73M
American Funds SMALLCAP World C
Price$61.52
Change+$0.81 (+1.33%)
VolumeN/A
Net Assets82.43B
NAEFX vs SCWCX Comparison Chart in %
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NAEFX vs. SCWCX commentary
Feb 04, 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 StrongBuy and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 82.4B vs. NAEFX (287M). NAEFX pays higher dividends than SCWCX: NAEFX (0.89) vs SCWCX (0.16). 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 is a more actively managed with annual turnover of: 41.00 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 : 40.73 vs. SCWCX (11.38). NAEFX (-12.66) and SCWCX (-13.28) have equivalent 5 years return.
| 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 | 6.078 | 4.697 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 82.4B | 0% |
| Annual Yield % from dividends | 0.89 | 0.16 | 539% |
| Returns for 1 year | 40.73 | 11.38 | 358% |
| Returns for 3 years | 14.81 | 20.45 | 72% |
| Returns for 5 years | -12.66 | -13.28 | 95% |
| Returns for 10 years | 113.92 | 79.67 | 143% |
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