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IENRX vs SFCWX
IENRX vs SFCWX Comparison
Open Charts IENRX vs SFCWX
Macquarie Climate Solutions R6
Price$9.98
Change+$0.09 (+0.91%)
VolumeN/A
Net Assets100.02M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
IENRX vs SFCWX Comparison Chart in %
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IENRX vs. SFCWX commentary
Jul 06, 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. IENRX (100M). IENRX pays higher dividends than SFCWX: IENRX (1.39) vs SFCWX (0.94). 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 : 10.80 vs. IENRX (2.41). IENRX return over 5 years is better than : 145.97 vs. SFCWX (23.80).
| 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 | 7.082 | 8.805 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 79.1B | 0% |
| Annual Yield % from dividends | 1.39 | 0.94 | 148% |
| Returns for 1 year | 2.41 | 10.80 | 22% |
| Returns for 3 years | 9.18 | 36.16 | 25% |
| Returns for 5 years | 145.97 | 23.80 | 613% |
| Returns for 10 years | -19.38 | N/A | - |
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