Interact to see
Advertisement
Advertisement
IEYYX vs SFCWX
IEYYX vs SFCWX Comparison
Open Charts IEYYX vs SFCWX
Macquarie Climate Solutions Y
Price$9.69
Change+$0.08 (+0.83%)
VolumeN/A
Net Assets100.02M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
IEYYX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IEYYX 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 IEYYX is a StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. IEYYX (100M). SFCWX pays higher dividends than IEYYX: SFCWX (0.94) vs IEYYX (0.87). IEYYX was incepted earlier than SFCWX: IEYYX (19 years) vs SFCWX (8 years). IEYYX (1.43) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IEYYX (13.00). IEYYX has a lower initial minimum investment than SFCWX: IEYYX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 10.80 vs. IEYYX (1.92). IEYYX return over 5 years is better than : 138.10 vs. SFCWX (23.80).
| IEYYX | SFCWX | IEYYX / 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 | 6.836 | 8.805 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 79.1B | 0% |
| Annual Yield % from dividends | 0.87 | 0.94 | 93% |
| Returns for 1 year | 1.92 | 10.80 | 18% |
| Returns for 3 years | 6.58 | 36.16 | 18% |
| Returns for 5 years | 138.10 | 23.80 | 580% |
| Returns for 10 years | -23.22 | 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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PSSRX | 24.90 | 0.30 | +1.22% |
| PGIM Jennison Financial Services R | |||
| FESAX | 10.55 | 0.09 | +0.86% |
| First Eagle Small Cap Opportunity A | |||
| BBTLX | 15.70 | 0.13 | +0.83% |
| Bridge Builder Tax Managed Large Cap | |||
| GLOSX | 22.45 | 0.15 | +0.67% |
| Victory Pioneer Global Equity A | |||
| HNRGX | 28.34 | -0.05 | -0.18% |
| Hennessy Energy Transition Investor | |||