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IVEIX vs SCWFX
IVEIX vs SCWFX Comparison
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IVEIX vs SCWFX Comparison Chart in %
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IVEIX vs. SCWFX 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 SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 91.4B vs. IVEIX (129M). IVEIX pays higher dividends than SCWFX: IVEIX (0.88) vs SCWFX (0.56). IVEIX was incepted earlier than SCWFX: IVEIX (19 years) vs SCWFX (26 years). IVEIX (1.37) is less costly to investors than SCWFX (1.07). SCWFX is a more actively managed with annual turnover of: 41.00 vs. IVEIX (29.00). IVEIX has a lower initial minimum investment than SCWFX: IVEIX (0) vs SCWFX (250). IVEIX annual gain was more profitable for investors over the last year : 29.83 vs. SCWFX (8.85). IVEIX return over 5 years is better than : 121.78 vs. SCWFX (-9.66).
| IVEIX | SCWFX | IVEIX / SCWFX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.37 | 1.07 | 128% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 17.553 | 12.243 | 143% |
| 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 | 0.56 | 157% |
| Returns for 1 year | 29.83 | 8.85 | 337% |
| Returns for 3 years | 41.09 | 37.17 | 111% |
| Returns for 5 years | 121.78 | -9.66 | -1,261% |
| Returns for 10 years | 13.50 | 81.80 | 17% |
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