Interact to see
Advertisement
Advertisement
IYEFX vs SCWCX
IYEFX vs SCWCX Comparison
Open Charts IYEFX vs SCWCX
IYEFX vs SCWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYEFX vs. SCWCX commentary
Jul 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 Buy and SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.5B vs. IYEFX (126M). IYEFX pays higher dividends than SCWCX: IYEFX (0.65) vs SCWCX (0.11). 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 (20.00). 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 : 32.89 vs. SCWCX (14.75). IYEFX return over 5 years is better than : 86.37 vs. SCWCX (-9.39).
| IYEFX | SCWCX | IYEFX / SCWCX | |
| Total Expense Ratio | 1.49 | 1.77 | 84% |
| Annual Report Gross Expense Ratio | 1.75 | 1.77 | 99% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 14.986 | 14.636 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 91.5B | 0% |
| Annual Yield % from dividends | 0.65 | 0.11 | 570% |
| Returns for 1 year | 32.89 | 14.75 | 223% |
| Returns for 3 years | 32.10 | 32.76 | 98% |
| Returns for 5 years | 86.37 | -9.39 | -919% |
| Returns for 10 years | 6.72 | 72.91 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EAGCX | 16.02 | 0.35 | +2.23% |
| Eaton Vance Atlanta Capital Focused Gr C | |||
| EISDX | 36.70 | -0.05 | -0.14% |
| Carillon ClariVest Intl Stock C | |||
| BDBPX | 32.24 | -0.18 | -0.56% |
| iShares Russell 2000 Small-Cap Idx Inv P | |||
| NSMAX | 39.91 | -0.26 | -0.65% |
| Nuveen Small/Mid-Cap Value A | |||
| CNWAX | 104.65 | -1.93 | -1.81% |
| American Funds New World 529A | |||