Interact to see
Advertisement
Advertisement
IENRX vs SCWFX
IENRX vs SCWFX Comparison
Open Charts IENRX vs SCWFX
IENRX vs SCWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IENRX vs. SCWFX commentary
Aug 23, 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 IENRX is a Buy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 89B vs. IENRX (130M). IENRX pays higher dividends than SCWFX: IENRX (1.09) vs SCWFX (0.58). IENRX was incepted earlier than SCWFX: IENRX (12 years) vs SCWFX (25 years). IENRX (1.08) and SCWFX (1.07) have similar cost to investors . SCWFX is a more actively managed with annual turnover of: 41.00 vs. IENRX (29.00). IENRX annual gain was more profitable for investors over the last year : 35.75 vs. SCWFX (15.07). IENRX return over 5 years is better than : 142.86 vs. SCWFX (-3.04).
| IENRX | SCWFX | IENRX / SCWFX | |
| Total Expense Ratio | 0.82 | 1.07 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.07 | 101% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 19.346 | 14.547 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 89B | 0% |
| Annual Yield % from dividends | 1.09 | 0.58 | 190% |
| Returns for 1 year | 35.75 | 15.07 | 237% |
| Returns for 3 years | 43.24 | 40.29 | 107% |
| Returns for 5 years | 142.86 | -3.04 | -4,700% |
| Returns for 10 years | 12.91 | 81.61 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PZISX | 16.22 | 0.11 | +0.68% |
| Pzena Small Cap Value Institutional | |||
| CGIIX | 56.29 | 0.27 | +0.48% |
| Calamos Growth & Income I | |||
| USLYX | 55.52 | 0.19 | +0.34% |
| JHancock U.S. Global Leaders Growth R2 | |||
| MAVKX | 16.92 | 0.01 | +0.06% |
| MoA Small Cap Value Fund | |||
| SCMIX | 291.85 | 0.09 | +0.03% |
| Columbia Seligman Tech & Info Inst2 | |||