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IEYAX vs SFCWX
IEYAX vs SFCWX Comparison
Open Charts IEYAX vs SFCWX
Macquarie Climate Solutions A
Price$9.46
Change+$0.08 (+0.85%)
VolumeN/A
Net Assets100.02M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
IEYAX vs SFCWX Comparison Chart in %
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IEYAX vs. SFCWX commentary
Jul 07, 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 IEYAX is a StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. IEYAX (100M). IEYAX pays higher dividends than SFCWX: IEYAX (1.15) vs SFCWX (0.94). IEYAX was incepted earlier than SFCWX: IEYAX (19 years) vs SFCWX (8 years). IEYAX (1.43) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IEYAX (13.00). IEYAX has a lower initial minimum investment than SFCWX: IEYAX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 10.80 vs. IEYAX (2.01). IEYAX return over 5 years is better than : 137.56 vs. SFCWX (23.80).
| IEYAX | SFCWX | IEYAX / SFCWX | |
| Total Expense Ratio | 1.24 | 0.65 | 191% |
| Annual Report Gross Expense Ratio | 1.43 | 0.65 | 220% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 6.893 | 8.805 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 79.1B | 0% |
| Annual Yield % from dividends | 1.15 | 0.94 | 123% |
| Returns for 1 year | 2.01 | 10.80 | 19% |
| Returns for 3 years | 6.24 | 36.16 | 17% |
| Returns for 5 years | 137.56 | 23.80 | 578% |
| Returns for 10 years | -23.72 | N/A | - |
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