IYEFX
Price
$9.33
Change
+$0.08 (+0.86%)
Updated
Jul 3 closing price
Net Assets
100.02M
SFCWX
Price
$74.91
Change
+$0.44 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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IYEFX vs SFCWX

Header iconIYEFX vs SFCWX Comparison
Open Charts IYEFX vs SFCWXBanner chart's image
Macquarie Climate Solutions R
Price$9.33
Change+$0.08 (+0.86%)
VolumeN/A
Net Assets100.02M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
IYEFX vs SFCWX Comparison Chart in %
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IYEFX 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 IYEFX is a StrongBuy and SFCWX is a Buy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. IYEFX (100M). SFCWX (0.94) and IYEFX (0.91) have matching dividends . IYEFX was incepted earlier than SFCWX: IYEFX (13 years) vs SFCWX (8 years). IYEFX (1.68) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IYEFX (13.00). IYEFX has a lower initial minimum investment than SFCWX: IYEFX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 10.80 vs. IYEFX (1.78). IYEFX return over 5 years is better than : 137.82 vs. SFCWX (23.80).
IYEFXSFCWXIYEFX / SFCWX
Total Expense Ratio1.490.65229%
Annual Report Gross Expense Ratio1.680.65258%
Fund Existence13 years8 years-
Gain YTD6.7518.80577%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets100M79.1B0%
Annual Yield % from dividends0.910.9497%
Returns for 1 year1.7810.8016%
Returns for 3 years7.2236.1620%
Returns for 5 years137.8223.80579%
Returns for 10 years-24.54N/A-
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