Interact to see
Advertisement
Advertisement
IORMX vs SFCIX
IORMX vs SFCIX Comparison
Open Charts IORMX vs SFCIX
IORMX vs SFCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IORMX vs. SFCIX commentary
Sep 04, 2026
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 IORMX is a Hold and SFCIX is a Hold.
FUNDAMENTALS
Fundamentals
IORMX has more cash in the bank: 1.48B vs. SFCIX (330M). IORMX pays higher dividends than SFCIX: IORMX (3.99) vs SFCIX (2.24). IORMX was incepted earlier than SFCIX: IORMX (7 years) vs SFCIX (34 years). SFCIX (0.86) is less costly to investors than IORMX (0.48). IORMX (31.00) and SFCIX (31.00) have comparable annual turnover. SFCIX has a lower initial minimum investment than IORMX: SFCIX (1000) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 3.99 vs. SFCIX (1.85). IORMX return over 5 years is better than : 6.17 vs. SFCIX (4.27).
| IORMX | SFCIX | IORMX / SFCIX | |
| Total Expense Ratio | 0.48 | 0.80 | 60% |
| Annual Report Gross Expense Ratio | 0.48 | 0.86 | 56% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 0.494 | 0.513 | 96% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 330M | 449% |
| Annual Yield % from dividends | 3.99 | 2.24 | 178% |
| Returns for 1 year | 3.99 | 1.85 | 215% |
| Returns for 3 years | 11.10 | 9.98 | 111% |
| Returns for 5 years | 6.17 | 4.27 | 144% |
| Returns for 10 years | N/A | 7.94 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement