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IVEIX vs RSLDX
IVEIX vs RSLDX Comparison
Open Charts IVEIX vs RSLDX
Macquarie Climate Solutions I
Price$9.61
Change+$0.12 (+1.26%)
VolumeN/A
Net Assets96.09M
American Funds SMALLCAP World R5E
Price$72.75
Change+$0.93 (+1.29%)
VolumeN/A
Net Assets76.91B
IVEIX vs RSLDX Comparison Chart in %
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IVEIX vs. RSLDX 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 RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 76.9B vs. IVEIX (96.1M). IVEIX pays higher dividends than RSLDX: IVEIX (1.31) vs RSLDX (0.82). IVEIX was incepted earlier than RSLDX: IVEIX (18 years) vs RSLDX (10 years). IVEIX (1.18) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than RSLDX: IVEIX (0) vs RSLDX (250). RSLDX annual gain was more profitable for investors over the last year : 9.54 vs. IVEIX (-1.41). IVEIX return over 5 years is better than : 139.20 vs. RSLDX (24.56).
| IVEIX | RSLDX | IVEIX / RSLDX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.18 | 0.80 | 147% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 3.556 | 6.878 | 52% |
| 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 | 0.82 | 159% |
| Returns for 1 year | -1.41 | 9.54 | -15% |
| Returns for 3 years | 0.89 | 30.14 | 3% |
| Returns for 5 years | 139.20 | 24.56 | 567% |
| Returns for 10 years | -26.17 | N/A | - |
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