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NAEFX vs SCWFX
NAEFX vs SCWFX Comparison
Open Charts NAEFX vs SCWFX
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.
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).
| 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 | 24 years | - |
| Gain YTD | 21.814 | 8.563 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 79.1B | 0% |
| Annual Yield % from dividends | 1.47 | 0.55 | 268% |
| Returns for 1 year | 17.37 | 10.31 | 169% |
| Returns for 3 years | -1.59 | 34.85 | -5% |
| Returns for 5 years | 22.51 | 21.20 | 106% |
| Returns for 10 years | 62.94 | 46.64 | 135% |
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