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IENRX vs SFCWX
IENRX vs SFCWX Comparison
Open Charts IENRX vs SFCWX
Macquarie Climate Solutions R6
Price$9.19
Change-$0.17 (-1.82%)
VolumeN/A
Net Assets104.23M
American Funds SMALLCAP World F3
Price$66.35
Change-$1.08 (-1.60%)
VolumeN/A
Net Assets72.79B
IENRX vs SFCWX Comparison Chart
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IENRX vs. SFCWX commentary
Mar 04, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 72.8B vs. IENRX (104M). IENRX pays higher dividends than SFCWX: IENRX (2.93) vs SFCWX (0.95). IENRX was incepted earlier than SFCWX: IENRX (11 years) vs SFCWX (8 years). IENRX is a more actively managed with annual turnover of: 108.00 vs. SFCWX (29.00). IENRX annual gain was more profitable for investors over the last year : 1.71 vs. SFCWX (-3.46). IENRX return over 5 years is better than : 62.50 vs. SFCWX (17.81).
| IENRX | SFCWX | IENRX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -1.395 | -3.659 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 72.8B | 0% |
| Annual Yield % from dividends | 2.93 | 0.95 | 309% |
| Returns for 1 year | 1.71 | -3.46 | -49% |
| Returns for 3 years | 3.74 | 1.74 | 215% |
| Returns for 5 years | 62.50 | 17.81 | 351% |
| Returns for 10 years | -28.05 | N/A | - |
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