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IORMX vs SFCIX
IORMX vs SFCIX Comparison
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IORMX vs SFCIX Comparison Chart in %
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IORMX vs. SFCIX commentary
Jun 18, 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: 1.49B vs. SFCIX (337M). IORMX pays higher dividends than SFCIX: IORMX (3.85) vs SFCIX (2.22). IORMX was incepted earlier than SFCIX: IORMX (7 years) vs SFCIX (34 years). SFCIX (0.87) is less costly to investors than IORMX (0.52). 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 : 5.87 vs. SFCIX (3.76). IORMX return over 5 years is better than : 7.56 vs. SFCIX (4.77).
| IORMX | SFCIX | IORMX / SFCIX | |
| Total Expense Ratio | 0.52 | 0.80 | 65% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 1.660 | 0.735 | 226% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 337M | 443% |
| Annual Yield % from dividends | 3.85 | 2.22 | 174% |
| Returns for 1 year | 5.87 | 3.76 | 156% |
| Returns for 3 years | 12.13 | 10.22 | 119% |
| Returns for 5 years | 7.56 | 4.77 | 158% |
| Returns for 10 years | N/A | 8.08 | - |
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