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IENRX vs SFCWX
IENRX vs SFCWX Comparison
Open Charts IENRX vs SFCWX
Macquarie Climate Solutions R6
Price$9.40
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets95.44M
American Funds SMALLCAP World F3
Price$70.27
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets74.01B
IENRX vs SFCWX Comparison Chart
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IENRX vs. SFCWX commentary
Jun 03, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74B vs. IENRX (95.4M). IENRX pays higher dividends than SFCWX: IENRX (1.44) vs SFCWX (0.96). 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 (13.00). SFCWX annual gain was more profitable for investors over the last year : 3.45 vs. IENRX (-9.03). IENRX return over 5 years is better than : 111.28 vs. SFCWX (17.84).
| 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 | 0.322 | 2.033 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 74B | 0% |
| Annual Yield % from dividends | 1.44 | 0.96 | 150% |
| Returns for 1 year | -9.03 | 3.45 | -262% |
| Returns for 3 years | -16.80 | 16.68 | -101% |
| Returns for 5 years | 111.28 | 17.84 | 624% |
| Returns for 10 years | -30.00 | N/A | - |
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