Interact to see
Advertisement
Advertisement
IENRX vs SFCWX
IENRX vs SFCWX Comparison
Open Charts IENRX vs SFCWX
Macquarie Climate Solutions R6
Price$9.74
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets98.65M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
IENRX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IENRX vs. SFCWX commentary
Jun 15, 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 IENRX is a Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. IENRX (98.6M). IENRX pays higher dividends than SFCWX: IENRX (1.44) vs SFCWX (0.96). IENRX was incepted earlier than SFCWX: IENRX (11 years) vs SFCWX (8 years). IENRX (1.07) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IENRX (13.00). SFCWX annual gain was more profitable for investors over the last year : 5.19 vs. IENRX (-1.06). IENRX return over 5 years is better than : 129.40 vs. SFCWX (24.23).
| IENRX | SFCWX | IENRX / SFCWX | |
| Total Expense Ratio | 0.82 | 0.65 | 126% |
| Annual Report Gross Expense Ratio | 1.07 | 0.65 | 165% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 4.506 | 3.590 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 75.5B | 0% |
| Annual Yield % from dividends | 1.44 | 0.96 | 150% |
| Returns for 1 year | -1.06 | 5.19 | -20% |
| Returns for 3 years | -5.33 | 31.20 | -17% |
| Returns for 5 years | 129.40 | 24.23 | 534% |
| Returns for 10 years | -27.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CLSE | 22.82 | -0.08 | -0.34% |
| Convergence Long/Short Equity ETF | |||
| GSJY | 41.14 | -0.38 | -0.93% |
| Goldman Sachs ActiveBeta® Japan Eq ETF | |||
| VOO | 548.77 | -6.18 | -1.11% |
| Vanguard S&P 500 ETF | |||
| ROBT | 45.51 | -0.85 | -1.83% |
| FT Nasdaq Artfcl Intllgnc and Rbtc ETF | |||
| XSMO | 65.50 | -1.30 | -1.95% |
| Invesco S&P SmallCap Momentum ETF | |||