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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
IVEIX vs SFCWX Comparison Chart in %
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IVEIX vs. SFCWX 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 91.5B vs. IVEIX (128M). SFCWX pays higher dividends than IVEIX: SFCWX (0.92) vs IVEIX (0.86). IVEIX was incepted earlier than SFCWX: IVEIX (19 years) vs SFCWX (9 years). IVEIX (1.25) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 41.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than SFCWX: IVEIX (0) vs SFCWX (1000000). IVEIX annual gain was more profitable for investors over the last year : 39.87 vs. SFCWX (24.40). IVEIX return over 5 years is better than : 91.51 vs. SFCWX (0.84).
| IVEIX | SFCWX | IVEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 16.578 | 17.042 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 91.5B | 0% |
| Annual Yield % from dividends | 0.86 | 0.92 | 93% |
| Returns for 1 year | 39.87 | 24.40 | 163% |
| Returns for 3 years | 41.06 | 44.57 | 92% |
| Returns for 5 years | 91.51 | 0.84 | 10,875% |
| Returns for 10 years | 16.08 | N/A | - |
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