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ISTNX vs SCMIX
ISTNX vs SCMIX Comparison
Open Charts ISTNX vs SCMIX
ISTNX vs SCMIX Comparison Chart in %
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ISTNX vs. SCMIX commentary
Aug 03, 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 ISTNX is a Buy and SCMIX is a Buy.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 27.5B vs. ISTNX (8.03B). ISTNX (0.00) and SCMIX (0.00) have matching dividends . ISTNX was incepted earlier than SCMIX: ISTNX (12 years) vs SCMIX (25 years). SCMIX (0.87) and ISTNX (0.85) have similar cost to investors . ISTNX is a more actively managed with annual turnover of: 58.00 vs. SCMIX (33.00). ISTNX (0) and SCMIX (0) have matching initial minimum investment requirements. SCMIX annual gain was more profitable for investors over the last year : 68.87 vs. ISTNX (30.53). SCMIX return over 5 years is better than : 93.95 vs. ISTNX (-2.91).
| ISTNX | SCMIX | ISTNX / SCMIX | |
| Total Expense Ratio | 0.84 | 0.87 | 97% |
| Annual Report Gross Expense Ratio | 0.85 | 0.87 | 98% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 32.257 | 46.483 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 27.5B | 29% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 30.53 | 68.87 | 44% |
| Returns for 3 years | 84.41 | 115.93 | 73% |
| Returns for 5 years | -2.91 | 93.95 | -3% |
| Returns for 10 years | 113.11 | 348.67 | 32% |
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