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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
Aug 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 Buy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 89B vs. IVEIX (130M). IVEIX pays higher dividends than SCWFX: IVEIX (0.89) vs SCWFX (0.58). IVEIX was incepted earlier than SCWFX: IVEIX (19 years) vs SCWFX (25 years). IVEIX (1.25) 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 : 35.50 vs. SCWFX (15.07). IVEIX return over 5 years is better than : 137.19 vs. SCWFX (-3.04).
| IVEIX | SCWFX | IVEIX / SCWFX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.25 | 1.07 | 117% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 19.238 | 14.547 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 89B | 0% |
| Annual Yield % from dividends | 0.89 | 0.58 | 155% |
| Returns for 1 year | 35.50 | 15.07 | 236% |
| Returns for 3 years | 42.54 | 40.29 | 106% |
| Returns for 5 years | 137.19 | -3.04 | -4,513% |
| Returns for 10 years | 10.08 | 81.61 | 12% |
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