Interact to see
Advertisement
Advertisement
NAEFX vs SMCFX
NAEFX vs SMCFX Comparison
Open Charts NAEFX vs SMCFX
New Alternatives Investor
Price$74.63
Change-$0.56 (-0.74%)
VolumeN/A
Net Assets276.56M
American Funds SMALLCAP World F2
Price$75.59
Change-$0.47 (-0.62%)
VolumeN/A
Net Assets79.78B
NAEFX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAEFX vs. SMCFX commentary
Jul 29, 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: 79.8B vs. NAEFX (277M). NAEFX pays higher dividends than SMCFX: NAEFX (1.47) vs SMCFX (0.83). 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). NAEFX annual gain was more profitable for investors over the last year : 18.08 vs. SMCFX (10.11). SMCFX return over 5 years is better than : 21.38 vs. NAEFX (13.97).
| 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 | 24.446 | 9.698 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 79.8B | 0% |
| Annual Yield % from dividends | 1.47 | 0.83 | 177% |
| Returns for 1 year | 18.08 | 10.11 | 179% |
| Returns for 3 years | 1.41 | 33.52 | 4% |
| Returns for 5 years | 13.97 | 21.38 | 65% |
| Returns for 10 years | 71.24 | 54.28 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers