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NAEFX vs SMCFX
NAEFX vs SMCFX Comparison
Open Charts NAEFX vs SMCFX
New Alternatives Investor
Price$72.32
Change+$0.37 (+0.51%)
VolumeN/A
Net Assets266.59M
American Funds SMALLCAP World F2
Price$77.58
Change+$0.56 (+0.73%)
VolumeN/A
Net Assets81.4B
NAEFX vs SMCFX Comparison Chart in %
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NAEFX vs. SMCFX 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 SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 81.4B vs. NAEFX (267M). NAEFX pays higher dividends than SMCFX: NAEFX (1.45) vs SMCFX (0.81). NAEFX was incepted earlier than SMCFX: NAEFX (11 years) vs SMCFX (17 years). NAEFX (1.28) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). SMCFX has a lower initial minimum investment than NAEFX: SMCFX (250) vs NAEFX (3500). SMCFX annual gain was more profitable for investors over the last year : 12.64 vs. NAEFX (9.88). SMCFX return over 5 years is better than : 19.59 vs. NAEFX (6.78).
| NAEFX | SMCFX | NAEFX / SMCFX | |
| Total Expense Ratio | 1.28 | 0.76 | 168% |
| Annual Report Gross Expense Ratio | 1.28 | 0.76 | 168% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 20.573 | 11.890 | 173% |
| 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 | 0.81 | 180% |
| Returns for 1 year | 9.88 | 12.64 | 78% |
| Returns for 3 years | -2.25 | 37.66 | -6% |
| Returns for 5 years | 6.78 | 19.59 | 35% |
| Returns for 10 years | 89.23 | 66.37 | 134% |
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