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Compare trend and price EVGIX vs SCWFX
EVGIX vs SCWFX Comparison
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EVGIX vs. SCWFX commentary
Dec 04, 2023
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 EVGIX is a Buy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 67.5B vs. EVGIX (90.5M). EVGIX pays higher dividends than SCWFX: EVGIX (2.23) vs SCWFX (0.00). EVGIX was incepted earlier than SCWFX: EVGIX (14 years) vs SCWFX (23 years). EVGIX (1.48) is less costly to investors than SCWFX (1.06). SCWFX is a more actively managed with annual turnover of: 32.00 vs. EVGIX (14.00). SCWFX has a lower initial minimum investment than EVGIX: SCWFX (250) vs EVGIX (1000000). EVGIX IRA initial investment is lower compared to SCWFX: EVGIX (1000000) vs SCWFX (250). EVGIX annual gain was more profitable for investors over the last year : 10.00 vs. SCWFX (5.41). SCWFX return over 5 years is better than : 29.26 vs. EVGIX (-6.14).
| EVGIX | SCWFX | EVGIX / SCWFX | |
| Total Expense Ratio | 1.36 | 1.06 | 128% |
| Annual Report Gross Expense Ratio | 1.48 | 1.06 | 140% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 14.330 | 10.835 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | 1000000 | 250 | 400,000% |
| Net Assets | 90.5M | 67.5B | 0% |
| Annual Yield % from dividends | 2.23 | 0.00 | - |
| Returns for 1 year | 10.00 | 5.41 | 185% |
| Returns for 3 years | -4.57 | -15.41 | 30% |
| Returns for 5 years | -6.14 | 29.26 | -21% |
| Returns for 10 years | 13.40 | 83.29 | 16% |