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IVEIX vs SCWCX
IVEIX vs SCWCX Comparison
Open Charts IVEIX vs SCWCX
Macquarie Climate Solutions I
Price$10.17
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets98.81M
American Funds SMALLCAP World C
Price$60.57
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets80.76B
IVEIX vs SCWCX Comparison Chart in %
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IVEIX vs. SCWCX commentary
Aug 29, 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 Buy and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 80.8B vs. IVEIX (98.8M). IVEIX pays higher dividends than SCWCX: IVEIX (1.22) vs SCWCX (0.04). IVEIX was incepted earlier than SCWCX: IVEIX (18 years) vs SCWCX (24 years). SCWCX (1.78) is less costly to investors than IVEIX (1.18). SCWCX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than SCWCX: IVEIX (0) vs SCWCX (250). SCWCX annual gain was more profitable for investors over the last year : 8.87 vs. IVEIX (0.96). IVEIX return over 5 years is better than : 137.97 vs. SCWCX (7.42).
| IVEIX | SCWCX | IVEIX / SCWCX | |
| Total Expense Ratio | 0.99 | 1.78 | 56% |
| Annual Report Gross Expense Ratio | 1.18 | 1.78 | 66% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 9.375 | 10.837 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 80.8B | 0% |
| Annual Yield % from dividends | 1.22 | 0.04 | 3,077% |
| Returns for 1 year | 0.96 | 8.87 | 11% |
| Returns for 3 years | -3.91 | 28.87 | -14% |
| Returns for 5 years | 137.97 | 7.42 | 1,860% |
| Returns for 10 years | -13.21 | 41.93 | -31% |
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