IYEFX
Price
$12.52
Change
-$0.01 (-0.08%)
Updated
Sep 4 closing price
Net Assets
129.08M
SCWCX
Price
$66.70
Change
+$0.49 (+0.74%)
Updated
Sep 4 closing price
Net Assets
89.02B
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IYEFX vs SCWCX

IYEFX vs SCWCX Comparison Chart in %
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IYEFX vs. SCWCX commentary
Sep 06, 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 IYEFX is a StrongBuy and SCWCX is a Buy.

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FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 89B vs. IYEFX (129M). IYEFX pays higher dividends than SCWCX: IYEFX (0.64) vs SCWCX (0.12). IYEFX was incepted earlier than SCWCX: IYEFX (14 years) vs SCWCX (25 years). SCWCX (1.77) and IYEFX (1.75) have similar cost to investors . SCWCX is a more actively managed with annual turnover of: 41.00 vs. IYEFX (29.00). IYEFX has a lower initial minimum investment than SCWCX: IYEFX (0) vs SCWCX (250). IYEFX annual gain was more profitable for investors over the last year : 33.07 vs. SCWCX (10.78). IYEFX return over 5 years is better than : 116.33 vs. SCWCX (-14.92).
IYEFXSCWCXIYEFX / SCWCX
Total Expense Ratio1.491.7784%
Annual Report Gross Expense Ratio1.751.7799%
Fund Existence14 years25 years-
Gain YTD18.00213.513133%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets129M89B0%
Annual Yield % from dividends0.640.12540%
Returns for 1 year33.0710.78307%
Returns for 3 years40.3933.11122%
Returns for 5 years116.33-14.92-780%
Returns for 10 years4.6259.578%
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