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IVEIX vs SCWCX
IVEIX vs SCWCX Comparison
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IVEIX vs SCWCX Comparison Chart in %
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IVEIX vs. SCWCX 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 IVEIX is a Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 94.3B vs. IVEIX (128M). IVEIX pays higher dividends than SCWCX: IVEIX (0.89) vs SCWCX (0.12). IVEIX was incepted earlier than SCWCX: IVEIX (19 years) vs SCWCX (25 years). SCWCX (1.77) is less costly to investors than IVEIX (1.25). SCWCX is a more actively managed with annual turnover of: 41.00 vs. IVEIX (29.00). IVEIX has a lower initial minimum investment than SCWCX: IVEIX (0) vs SCWCX (250). IVEIX annual gain was more profitable for investors over the last year : 33.64 vs. SCWCX (10.87). IVEIX return over 5 years is better than : 115.07 vs. SCWCX (-12.74).
| IVEIX | SCWCX | IVEIX / SCWCX | |
| Total Expense Ratio | 0.99 | 1.77 | 56% |
| Annual Report Gross Expense Ratio | 1.25 | 1.77 | 71% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 16.667 | 9.871 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 94.3B | 0% |
| Annual Yield % from dividends | 0.89 | 0.12 | 734% |
| Returns for 1 year | 33.64 | 10.87 | 310% |
| Returns for 3 years | 32.01 | 23.51 | 136% |
| Returns for 5 years | 115.07 | -12.74 | -903% |
| Returns for 10 years | 20.11 | 59.47 | 34% |
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