Interact to see
Advertisement
Advertisement
IENRX vs SFCWX
IENRX vs SFCWX Comparison
Open Charts IENRX vs SFCWX
Macquarie Climate Solutions R6
Price$10.04
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets100.09M
American Funds SMALLCAP World F3
Price$75.16
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets79.1B
IENRX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IENRX vs. SFCWX commentary
Jul 11, 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 IENRX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. IENRX (100M). IENRX pays higher dividends than SFCWX: IENRX (1.39) vs SFCWX (0.94). IENRX was incepted earlier than SFCWX: IENRX (11 years) vs SFCWX (8 years). IENRX (1.07) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IENRX (20.00). SFCWX annual gain was more profitable for investors over the last year : 10.20 vs. IENRX (3.55). IENRX return over 5 years is better than : 158.91 vs. SFCWX (21.98).
| IENRX | SFCWX | IENRX / SFCWX | |
| Total Expense Ratio | 0.82 | 0.65 | 126% |
| Annual Report Gross Expense Ratio | 1.07 | 0.65 | 165% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 7.725 | 9.168 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 79.1B | 0% |
| Annual Yield % from dividends | 1.39 | 0.94 | 148% |
| Returns for 1 year | 3.55 | 10.20 | 35% |
| Returns for 3 years | 13.46 | 36.37 | 37% |
| Returns for 5 years | 158.91 | 21.98 | 723% |
| Returns for 10 years | -19.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement