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IYEFX vs SFCWX
IYEFX vs SFCWX Comparison
Open Charts IYEFX vs SFCWX
Macquarie Climate Solutions R
Price$8.48
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets94.85M
American Funds SMALLCAP World F3
Price$67.52
Change+$0.59 (+0.88%)
VolumeN/A
Net Assets71.03B
IYEFX vs SFCWX Comparison Chart
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IYEFX vs. SFCWX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71B vs. IYEFX (94.9M). SFCWX (1.02) and IYEFX (0.99) have matching dividends . IYEFX was incepted earlier than SFCWX: IYEFX (12 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 (13.00). 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 : 0.20 vs. IYEFX (-8.39). IYEFX return over 5 years is better than : 118.23 vs. SFCWX (26.03).
| IYEFX | SFCWX | IYEFX / SFCWX | |
| Total Expense Ratio | 1.49 | 0.65 | 229% |
| Annual Report Gross Expense Ratio | 1.68 | 0.65 | 258% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | -2.975 | -1.960 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 71B | 0% |
| Annual Yield % from dividends | 0.99 | 1.02 | 96% |
| Returns for 1 year | -8.39 | 0.20 | -4,150% |
| Returns for 3 years | -6.55 | 19.30 | -34% |
| Returns for 5 years | 118.23 | 26.03 | 454% |
| Returns for 10 years | -37.61 | N/A | - |
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