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IYEFX vs SCWCX
IYEFX vs SCWCX Comparison
Open Charts IYEFX vs SCWCX
Macquarie Climate Solutions R
Price$9.44
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets98.18M
American Funds SMALLCAP World C
Price$59.66
Change-$0.14 (-0.23%)
VolumeN/A
Net Assets80.31B
IYEFX vs SCWCX Comparison Chart in %
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IYEFX vs. SCWCX commentary
Aug 17, 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 IYEFX is a StrongBuy and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 80.3B vs. IYEFX (98.2M). IYEFX pays higher dividends than SCWCX: IYEFX (0.88) vs SCWCX (0.04). IYEFX was incepted earlier than SCWCX: IYEFX (13 years) vs SCWCX (24 years). SCWCX (1.78) is less costly to investors than IYEFX (1.68). SCWCX is a more actively managed with annual turnover of: 32.00 vs. IYEFX (20.00). IYEFX has a lower initial minimum investment than SCWCX: IYEFX (0) vs SCWCX (250). SCWCX annual gain was more profitable for investors over the last year : 9.43 vs. IYEFX (0.69). IYEFX return over 5 years is better than : 123.67 vs. SCWCX (8.67).
| IYEFX | SCWCX | IYEFX / SCWCX | |
| Total Expense Ratio | 1.49 | 1.78 | 84% |
| Annual Report Gross Expense Ratio | 1.68 | 1.78 | 94% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 8.009 | 9.172 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 80.3B | 0% |
| Annual Yield % from dividends | 0.88 | 0.04 | 2,222% |
| Returns for 1 year | 0.69 | 9.43 | 7% |
| Returns for 3 years | -4.97 | 19.02 | -26% |
| Returns for 5 years | 123.67 | 8.67 | 1,426% |
| Returns for 10 years | -20.17 | 33.70 | -60% |
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