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IEYAX vs SFCWX
IEYAX vs SFCWX Comparison
Open Charts IEYAX vs SFCWX
Macquarie Climate Solutions A
Price$8.15
Change+$0.44 (+5.71%)
VolumeN/A
Net Assets87.47M
American Funds SMALLCAP World F3
Price$60.76
Change-$1.27 (-2.05%)
VolumeN/A
Net Assets65.92B
IEYAX vs SFCWX Comparison Chart
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IEYAX vs. SFCWX commentary
Apr 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 IEYAX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 65.9B vs. IEYAX (87.5M). IEYAX pays higher dividends than SFCWX: IEYAX (1.22) vs SFCWX (1.04). IEYAX was incepted earlier than SFCWX: IEYAX (19 years) vs SFCWX (8 years). IEYAX (1.43) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IEYAX (13.00). IEYAX has a lower initial minimum investment than SFCWX: IEYAX (1000) vs SFCWX (1000000). SFCWX (-16.02) and IEYAX (-16.78) have marching annual gain over last year. IEYAX return over 5 years is better than : 122.09 vs. SFCWX (21.04).
| IEYAX | SFCWX | IEYAX / SFCWX | |
| Total Expense Ratio | 1.24 | 0.65 | 191% |
| Annual Report Gross Expense Ratio | 1.43 | 0.65 | 220% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | -12.881 | -15.856 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.5M | 65.9B | 0% |
| Annual Yield % from dividends | 1.22 | 1.04 | 117% |
| Returns for 1 year | -16.78 | -16.02 | 105% |
| Returns for 3 years | -20.70 | -12.35 | 168% |
| Returns for 5 years | 122.09 | 21.04 | 580% |
| Returns for 10 years | -43.07 | N/A | - |
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