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IYEFX vs SFCWX
IYEFX vs SFCWX Comparison
Open Charts IYEFX vs SFCWX
Macquarie Climate Solutions R
Price$9.21
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets98.91M
American Funds SMALLCAP World F3
Price$74.00
Change+$0.43 (+0.58%)
VolumeN/A
Net Assets77.69B
IYEFX vs SFCWX Comparison Chart in %
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IYEFX vs. SFCWX commentary
Jul 17, 2025
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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 77.7B vs. IYEFX (98.9M). SFCWX (0.94) and IYEFX (0.91) have matching dividends . IYEFX was incepted earlier than SFCWX: IYEFX (13 years) vs SFCWX (8 years). IYEFX (1.68) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IYEFX (20.00). IYEFX has a lower initial minimum investment than SFCWX: IYEFX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 3.64 vs. IYEFX (-1.33). IYEFX return over 5 years is better than : 138.30 vs. SFCWX (19.59).
| IYEFX | SFCWX | IYEFX / SFCWX | |
| Total Expense Ratio | 1.49 | 0.65 | 229% |
| Annual Report Gross Expense Ratio | 1.68 | 0.65 | 258% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 5.950 | 7.483 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 77.7B | 0% |
| Annual Yield % from dividends | 0.91 | 0.94 | 97% |
| Returns for 1 year | -1.33 | 3.64 | -37% |
| Returns for 3 years | 11.18 | 34.72 | 32% |
| Returns for 5 years | 138.30 | 19.59 | 706% |
| Returns for 10 years | -23.61 | N/A | - |
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