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IVEIX vs RSEBX
IVEIX vs RSEBX Comparison
Open Charts IVEIX vs RSEBX
Macquarie Climate Solutions I
Price$9.61
Change+$0.12 (+1.26%)
VolumeN/A
Net Assets96.09M
American Funds SMALLCAP World R2E
Price$69.26
Change+$0.88 (+1.29%)
VolumeN/A
Net Assets76.91B
IVEIX vs RSEBX Comparison Chart in %
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IVEIX vs. RSEBX commentary
Jun 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 IVEIX is a Hold and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 76.9B vs. IVEIX (96.1M). IVEIX pays higher dividends than RSEBX: IVEIX (1.31) vs RSEBX (0.21). IVEIX was incepted earlier than RSEBX: IVEIX (18 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than IVEIX (1.18). RSEBX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than RSEBX: IVEIX (0) vs RSEBX (250). RSEBX annual gain was more profitable for investors over the last year : 8.83 vs. IVEIX (-1.41). IVEIX return over 5 years is better than : 139.20 vs. RSEBX (20.29).
| IVEIX | RSEBX | IVEIX / RSEBX | |
| Total Expense Ratio | 0.99 | 1.45 | 68% |
| Annual Report Gross Expense Ratio | 1.18 | 1.45 | 81% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 3.556 | 6.543 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 76.9B | 0% |
| Annual Yield % from dividends | 1.31 | 0.21 | 624% |
| Returns for 1 year | -1.41 | 8.83 | -16% |
| Returns for 3 years | 0.89 | 27.84 | 3% |
| Returns for 5 years | 139.20 | 20.29 | 686% |
| Returns for 10 years | -26.17 | 38.91 | -67% |
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