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NAEFX vs SCWFX
NAEFX vs SCWFX Comparison
Open Charts NAEFX vs SCWFX
New Alternatives Investor
Price$72.32
Change+$0.37 (+0.51%)
VolumeN/A
Net Assets266.59M
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
NAEFX vs SCWFX Comparison Chart in %
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NAEFX vs. SCWFX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 81.4B vs. NAEFX (267M). NAEFX pays higher dividends than SCWFX: NAEFX (1.45) vs SCWFX (0.53). NAEFX was incepted earlier than SCWFX: NAEFX (11 years) vs SCWFX (25 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). SCWFX annual gain was more profitable for investors over the last year : 12.29 vs. NAEFX (9.88). SCWFX return over 5 years is better than : 17.50 vs. NAEFX (6.78).
| NAEFX | SCWFX | NAEFX / SCWFX | |
| Total Expense Ratio | 1.28 | 1.08 | 119% |
| Annual Report Gross Expense Ratio | 1.28 | 1.08 | 119% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 20.573 | 11.656 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 81.4B | 0% |
| Annual Yield % from dividends | 1.45 | 0.53 | 272% |
| Returns for 1 year | 9.88 | 12.29 | 80% |
| Returns for 3 years | -2.25 | 36.64 | -6% |
| Returns for 5 years | 6.78 | 17.50 | 39% |
| Returns for 10 years | 89.23 | 60.59 | 147% |
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