NAEFX
Price
$74.63
Change
-$0.56 (-0.74%)
Updated
Jul 28 closing price
Net Assets
276.56M
SCWFX
Price
$72.12
Change
-$0.45 (-0.62%)
Updated
Jul 28 closing price
Net Assets
79.78B
Interact to see
Advertisement

NAEFX vs SCWFX

Header iconNAEFX vs SCWFX Comparison
Open Charts NAEFX vs SCWFXBanner chart's image
New Alternatives Investor
Price$74.63
Change-$0.56 (-0.74%)
VolumeN/A
Net Assets276.56M
American Funds SMALLCAP World F1
Price$72.12
Change-$0.45 (-0.62%)
VolumeN/A
Net Assets79.78B
NAEFX vs SCWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NAEFX vs. SCWFX commentary
Jul 29, 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 Buy and SCWFX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 79.8B vs. NAEFX (277M). NAEFX pays higher dividends than SCWFX: NAEFX (1.47) vs SCWFX (0.55). NAEFX was incepted earlier than SCWFX: NAEFX (11 years) vs SCWFX (24 years). NAEFX (1.28) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). SCWFX has a lower initial minimum investment than NAEFX: SCWFX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 18.08 vs. SCWFX (9.77). SCWFX return over 5 years is better than : 19.27 vs. NAEFX (13.97).
NAEFXSCWFXNAEFX / SCWFX
Total Expense Ratio1.281.08119%
Annual Report Gross Expense Ratio1.281.08119%
Fund Existence11 years24 years-
Gain YTD24.4469.513257%
Front LoadN/AN/A-
Min. Initial Investment35002501,400%
Min. Initial Investment IRAN/AN/A-
Net Assets277M79.8B0%
Annual Yield % from dividends1.470.55268%
Returns for 1 year18.089.77185%
Returns for 3 years1.4132.554%
Returns for 5 years13.9719.2772%
Returns for 10 years71.2448.95146%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TBDAX20.620.10
+0.49%
PGIM Jennison Diversified Growth A
JLGRX89.600.41
+0.46%
JPMorgan Large Cap Growth R5
GVEQX139.900.57
+0.41%
Government Street Equity
DFFCX56.750.19
+0.34%
Davis Financial C
MLPRX4.72-0.02
-0.42%
Invesco SteelPath MLP Income C