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NAEFX vs SFCWX
NAEFX vs SFCWX Comparison
Open Charts NAEFX vs SFCWX
New Alternatives Investor
Price$81.16
Change+$4.16 (+5.40%)
VolumeN/A
Net Assets286.73M
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
NAEFX vs SFCWX Comparison Chart in %
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NAEFX vs. SFCWX 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. NAEFX (287M). SFCWX pays higher dividends than NAEFX: SFCWX (1.00) vs NAEFX (0.89). NAEFX was incepted earlier than SFCWX: NAEFX (11 years) vs SFCWX (9 years). NAEFX (1.28) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 41.00 vs. NAEFX (5.94). NAEFX has a lower initial minimum investment than SFCWX: NAEFX (3500) vs SFCWX (1000000). NAEFX annual gain was more profitable for investors over the last year : 40.73 vs. SFCWX (13.84). SFCWX return over 5 years is better than : -5.67 vs. NAEFX (-12.66).
| NAEFX | SFCWX | NAEFX / SFCWX | |
| Total Expense Ratio | 1.28 | 0.65 | 197% |
| Annual Report Gross Expense Ratio | 1.28 | 0.65 | 197% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 6.078 | 4.814 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 82.4B | 0% |
| Annual Yield % from dividends | 0.89 | 1.00 | 88% |
| Returns for 1 year | 40.73 | 13.84 | 294% |
| Returns for 3 years | 14.81 | 25.94 | 57% |
| Returns for 5 years | -12.66 | -5.67 | 223% |
| Returns for 10 years | 113.92 | N/A | - |
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