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IYEFX vs SFCWX
IYEFX vs SFCWX Comparison
Open Charts IYEFX vs SFCWX
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.
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).
| IYEFX | SFCWX | IYEFX / SFCWX | |
| Total Expense Ratio | 1.49 | 0.65 | 229% |
| Annual Report Gross Expense Ratio | 1.68 | 0.65 | 258% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 6.751 | 8.805 | 77% |
| 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 | 0.91 | 0.94 | 97% |
| Returns for 1 year | 1.78 | 10.80 | 16% |
| Returns for 3 years | 7.22 | 36.16 | 20% |
| Returns for 5 years | 137.82 | 23.80 | 579% |
| Returns for 10 years | -24.54 | N/A | - |
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