NAEFX
Price
$73.60
Change
+$0.56 (+0.77%)
Updated
Jul 3 closing price
Net Assets
271.66M
SCWFX
Price
$71.94
Change
+$0.41 (+0.57%)
Updated
Jul 3 closing price
Net Assets
79.12B
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NAEFX vs SCWFX

Header iconNAEFX vs SCWFX Comparison
Open Charts NAEFX vs SCWFXBanner chart's image
New Alternatives Investor
Price$73.60
Change+$0.56 (+0.77%)
VolumeN/A
Net Assets271.66M
American Funds SMALLCAP World F1
Price$71.94
Change+$0.41 (+0.57%)
VolumeN/A
Net Assets79.12B
NAEFX vs SCWFX Comparison Chart in %
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NAEFX vs. SCWFX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 79.1B vs. NAEFX (272M). 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 : 17.37 vs. SCWFX (10.31). NAEFX return over 5 years is better than : 22.51 vs. SCWFX (21.20).
NAEFXSCWFXNAEFX / SCWFX
Total Expense Ratio1.281.08119%
Annual Report Gross Expense Ratio1.281.08119%
Fund Existence11 years24 years-
Gain YTD21.8148.563255%
Front LoadN/AN/A-
Min. Initial Investment35002501,400%
Min. Initial Investment IRAN/AN/A-
Net Assets272M79.1B0%
Annual Yield % from dividends1.470.55268%
Returns for 1 year17.3710.31169%
Returns for 3 years-1.5934.85-5%
Returns for 5 years22.5121.20106%
Returns for 10 years62.9446.64135%
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