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IYEFX vs SFCWX
IYEFX vs SFCWX Comparison
Open Charts IYEFX vs SFCWX
Macquarie Climate Solutions R
Price$9.11
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets98.65M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
IYEFX vs SFCWX Comparison Chart
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IYEFX vs. SFCWX commentary
Jun 16, 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 Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. IYEFX (98.6M). SFCWX (0.96) and IYEFX (0.94) 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 : 5.19 vs. IYEFX (-1.69). IYEFX return over 5 years is better than : 122.21 vs. SFCWX (24.23).
| 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 | 4.233 | 3.590 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 75.5B | 0% |
| Annual Yield % from dividends | 0.94 | 0.96 | 98% |
| Returns for 1 year | -1.69 | 5.19 | -32% |
| Returns for 3 years | -7.04 | 31.20 | -23% |
| Returns for 5 years | 122.21 | 24.23 | 504% |
| Returns for 10 years | -32.04 | N/A | - |
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