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IVEIX vs RSEBX
IVEIX vs RSEBX Comparison
Open Charts IVEIX vs RSEBX
Macquarie Climate Solutions I
Price$8.93
Change-$0.25 (-2.72%)
VolumeN/A
Net Assets99.7M
American Funds SMALLCAP World R2E
Price$58.87
Change-$2.80 (-4.54%)
VolumeN/A
Net Assets69.74B
IVEIX vs RSEBX Comparison Chart
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IVEIX vs. RSEBX commentary
Apr 04, 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 StrongBuy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 69.7B vs. IVEIX (99.7M). IVEIX pays higher dividends than RSEBX: IVEIX (1.34) vs RSEBX (0.23). 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 (13.00). IVEIX has a lower initial minimum investment than RSEBX: IVEIX (0) vs RSEBX (250). IVEIX annual gain was more profitable for investors over the last year : -4.27 vs. RSEBX (-5.49). IVEIX return over 5 years is better than : 190.94 vs. RSEBX (47.10).
| 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 | -1.078 | -5.167 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 69.7B | 0% |
| Annual Yield % from dividends | 1.34 | 0.23 | 591% |
| Returns for 1 year | -4.27 | -5.49 | 78% |
| Returns for 3 years | -7.54 | -7.25 | 104% |
| Returns for 5 years | 190.94 | 47.10 | 405% |
| Returns for 10 years | -32.74 | 27.96 | -117% |
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