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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
Sep 13, 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: 91.4B vs. IVEIX (129M). IVEIX pays higher dividends than SCWCX: IVEIX (0.88) vs SCWCX (0.12). IVEIX was incepted earlier than SCWCX: IVEIX (19 years) vs SCWCX (26 years). SCWCX (1.77) is less costly to investors than IVEIX (1.37). 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 : 29.83 vs. SCWCX (7.14). IVEIX return over 5 years is better than : 121.78 vs. SCWCX (-15.08).
| IVEIX | SCWCX | IVEIX / SCWCX | |
| Total Expense Ratio | 0.99 | 1.77 | 56% |
| Annual Report Gross Expense Ratio | 1.37 | 1.77 | 77% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 17.553 | 11.709 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 91.4B | 0% |
| Annual Yield % from dividends | 0.88 | 0.12 | 742% |
| Returns for 1 year | 29.83 | 7.14 | 418% |
| Returns for 3 years | 41.09 | 33.12 | 124% |
| Returns for 5 years | 121.78 | -15.08 | -808% |
| Returns for 10 years | 13.50 | 61.27 | 22% |
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