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IYEFX vs SFCWX
IYEFX vs SFCWX Comparison
Open Charts IYEFX vs SFCWX
Macquarie Climate Solutions R
Price$8.16
Change+$0.04 (+0.49%)
VolumeN/A
Net Assets92.58M
American Funds SMALLCAP World F3
Price$62.72
Change+$0.58 (+0.93%)
VolumeN/A
Net Assets66.08B
IYEFX vs SFCWX Comparison Chart
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IYEFX vs. SFCWX commentary
Apr 18, 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: 66.1B vs. IYEFX (92.6M). SFCWX pays higher dividends than IYEFX: SFCWX (1.04) vs IYEFX (0.97). 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 : -3.64 vs. IYEFX (-6.75). IYEFX return over 5 years is better than : 144.50 vs. SFCWX (26.47).
| 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 | -6.636 | -8.930 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.6M | 66.1B | 0% |
| Annual Yield % from dividends | 0.97 | 1.04 | 93% |
| Returns for 1 year | -6.75 | -3.64 | 186% |
| Returns for 3 years | -16.41 | -3.52 | 466% |
| Returns for 5 years | 144.50 | 26.47 | 546% |
| Returns for 10 years | -40.85 | N/A | - |
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