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IVEIX vs SCWCX
IVEIX vs SCWCX Comparison
Open Charts IVEIX vs SCWCX
IVEIX vs SCWCX Comparison Chart in %
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IVEIX vs. SCWCX commentary
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.5B vs. IVEIX (128M). IVEIX pays higher dividends than SCWCX: IVEIX (0.86) vs SCWCX (0.15). 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 (20.00). 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 : 39.87 vs. SCWCX (21.72). IVEIX return over 5 years is better than : 91.51 vs. SCWCX (-7.31).
| 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 | 16.578 | 16.423 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 91.5B | 0% |
| Annual Yield % from dividends | 0.86 | 0.15 | 565% |
| Returns for 1 year | 39.87 | 21.72 | 184% |
| Returns for 3 years | 41.06 | 38.29 | 107% |
| Returns for 5 years | 91.51 | -7.31 | -1,252% |
| Returns for 10 years | 16.08 | 80.60 | 20% |
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