IYEFX
Price
$12.53
Change
-$0.03 (-0.24%)
Updated
Jun 15 closing price
Net Assets
112.6M
SFCWX
Price
$86.76
Change
+$1.75 (+2.06%)
Updated
Jun 15 closing price
Net Assets
91.47B
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IYEFX vs SFCWX

Header iconIYEFX vs SFCWX Comparison
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IYEFX vs SFCWX Comparison Chart in %
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IYEFX vs. SFCWX commentary
Jun 16, 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 SFCWX is a Buy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 91.5B vs. IYEFX (113M). SFCWX pays higher dividends than IYEFX: SFCWX (0.92) vs IYEFX (0.62). IYEFX was incepted earlier than SFCWX: IYEFX (13 years) vs SFCWX (9 years). IYEFX (1.75) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 41.00 vs. IYEFX (20.00). IYEFX has a lower initial minimum investment than SFCWX: IYEFX (0) vs SFCWX (1000000). IYEFX annual gain was more profitable for investors over the last year : 38.91 vs. SFCWX (22.89). IYEFX return over 5 years is better than : 89.97 vs. SFCWX (0.40).
IYEFXSFCWXIYEFX / SFCWX
Total Expense Ratio1.490.65229%
Annual Report Gross Expense Ratio1.750.65269%
Fund Existence13 years9 years-
Gain YTD18.37915.695117%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets113M91.5B0%
Annual Yield % from dividends0.620.9268%
Returns for 1 year38.9122.89170%
Returns for 3 years35.5839.2591%
Returns for 5 years89.970.4022,639%
Returns for 10 years12.04N/A-
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