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IEYAX vs SMCWX
IEYAX vs SMCWX Comparison
Open Charts IEYAX vs SMCWX
Macquarie Climate Solutions A
Price$9.48
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets97.92M
American Funds SMALLCAP World A
Price$73.11
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets79.11B
IEYAX vs SMCWX Comparison Chart in %
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IEYAX vs. SMCWX commentary
Aug 08, 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 IEYAX is a StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 79.1B vs. IEYAX (97.9M). IEYAX pays higher dividends than SMCWX: IEYAX (1.12) vs SMCWX (0.59). IEYAX was incepted earlier than SMCWX: IEYAX (19 years) vs SMCWX (35 years). IEYAX (1.43) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. IEYAX (20.00). IEYAX (6%) and SMCWX (6%) have equivalent initial investment costs. SMCWX has a lower initial minimum investment than IEYAX: SMCWX (250) vs IEYAX (1000). SMCWX annual gain was more profitable for investors over the last year : 15.01 vs. IEYAX (2.99). IEYAX return over 5 years is better than : 128.99 vs. SMCWX (14.05).
| IEYAX | SMCWX | IEYAX / SMCWX | |
| Total Expense Ratio | 1.24 | 1.04 | 119% |
| Annual Report Gross Expense Ratio | 1.43 | 1.04 | 138% |
| Fund Existence | 19 years | 35 years | - |
| Gain YTD | 7.119 | 8.525 | 84% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.9M | 79.1B | 0% |
| Annual Yield % from dividends | 1.12 | 0.59 | 189% |
| Returns for 1 year | 2.99 | 15.01 | 20% |
| Returns for 3 years | -3.46 | 23.13 | -15% |
| Returns for 5 years | 128.99 | 14.05 | 918% |
| Returns for 10 years | -20.09 | 48.55 | -41% |
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