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NAEFX vs SFCWX
NAEFX vs SFCWX Comparison
Open Charts NAEFX vs SFCWX
New Alternatives Investor
Price$77.86
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets275.7M
American Funds SMALLCAP World F3
Price$78.13
Change-$0.36 (-0.46%)
VolumeN/A
Net Assets82.43B
NAEFX vs SFCWX Comparison Chart in %
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NAEFX vs. SFCWX commentary
Jan 14, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. NAEFX (276M). SFCWX pays higher dividends than NAEFX: SFCWX (1.04) vs NAEFX (0.93). 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). 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 : 32.51 vs. SFCWX (17.02). SFCWX return over 5 years is better than : -3.02 vs. NAEFX (-19.36).
| 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 | 1.621 | 4.667 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 82.4B | 0% |
| Annual Yield % from dividends | 0.93 | 1.04 | 89% |
| Returns for 1 year | 32.51 | 17.02 | 191% |
| Returns for 3 years | 8.63 | 31.74 | 27% |
| Returns for 5 years | -19.36 | -3.02 | 641% |
| Returns for 10 years | 116.51 | N/A | - |
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