Ad is loading...
IENRX vs SFCWX
IENRX vs SFCWX Comparison
Open Charts IENRX vs SFCWX
Macquarie Climate Solutions R6
Price$9.14
Change+$0.08 (+0.88%)
VolumeN/A
Net Assets95.7M
American Funds SMALLCAP World F3
Price$67.73
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets71.85B
IENRX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IENRX vs. SFCWX commentary
May 12, 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: 71.8B vs. IENRX (95.7M). IENRX pays higher dividends than SFCWX: IENRX (1.50) vs SFCWX (1.02). 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 : -0.02 vs. IENRX (-8.53). IENRX return over 5 years is better than : 127.79 vs. SFCWX (26.42).
| 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 | -1.931 | -1.655 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 71.8B | 0% |
| Annual Yield % from dividends | 1.50 | 1.02 | 147% |
| Returns for 1 year | -8.53 | -0.02 | 55,824% |
| Returns for 3 years | -4.81 | 19.49 | -25% |
| Returns for 5 years | 127.79 | 26.42 | 484% |
| Returns for 10 years | -33.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers