IYEFX
Price
$12.52
Change
-$0.01 (-0.08%)
Updated
Sep 4 closing price
Net Assets
129.08M
SCWFX
Price
$82.16
Change
+$0.60 (+0.74%)
Updated
Sep 4 closing price
Net Assets
89.02B
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IYEFX vs SCWFX

IYEFX vs SCWFX Comparison Chart in %
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IYEFX vs. SCWFX 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 SCWFX is a Buy.

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FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 89B vs. IYEFX (129M). IYEFX pays higher dividends than SCWFX: IYEFX (0.64) vs SCWFX (0.56). IYEFX was incepted earlier than SCWFX: IYEFX (14 years) vs SCWFX (25 years). IYEFX (1.75) is less costly to investors than SCWFX (1.07). SCWFX is a more actively managed with annual turnover of: 41.00 vs. IYEFX (29.00). IYEFX has a lower initial minimum investment than SCWFX: IYEFX (0) vs SCWFX (250). IYEFX annual gain was more profitable for investors over the last year : 33.07 vs. SCWFX (12.56). IYEFX return over 5 years is better than : 116.33 vs. SCWFX (-9.50).
IYEFXSCWFXIYEFX / SCWFX
Total Expense Ratio1.491.07139%
Annual Report Gross Expense Ratio1.751.07164%
Fund Existence14 years25 years-
Gain YTD18.00214.048128%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets129M89B0%
Annual Yield % from dividends0.640.56114%
Returns for 1 year33.0712.56263%
Returns for 3 years40.3937.18109%
Returns for 5 years116.33-9.50-1,225%
Returns for 10 years4.6279.886%
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