IYEFX
Price
$9.58
Change
+$0.01 (+0.10%)
Updated
Jul 25 closing price
Net Assets
101.38M
SFCWX
Price
$75.58
Change
+$0.38 (+0.51%)
Updated
Jul 25 closing price
Net Assets
79.78B
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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$9.58
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets101.38M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
IYEFX vs SFCWX Comparison Chart in %
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IYEFX vs. SFCWX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.8B vs. IYEFX (101M). SFCWX (0.94) and IYEFX (0.91) have matching dividends . IYEFX was incepted earlier than SFCWX: IYEFX (13 years) vs SFCWX (9 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 (20.00). 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 : 10.24 vs. IYEFX (3.61). IYEFX return over 5 years is better than : 137.99 vs. SFCWX (21.81).
IYEFXSFCWXIYEFX / SFCWX
Total Expense Ratio1.490.65229%
Annual Report Gross Expense Ratio1.680.65258%
Fund Existence13 years9 years-
Gain YTD9.6119.77898%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets101M79.8B0%
Annual Yield % from dividends0.910.9497%
Returns for 1 year3.6110.2435%
Returns for 3 years6.3633.8219%
Returns for 5 years137.9921.81633%
Returns for 10 years-18.15N/A-
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