Interact to see
Advertisement
Advertisement
IVEIX vs SCWCX
IVEIX vs SCWCX Comparison
Open Charts IVEIX vs SCWCX
Macquarie Climate Solutions I
Price$9.93
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets98.08M
American Funds SMALLCAP World C
Price$58.82
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets79.08B
IVEIX vs SCWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVEIX vs. SCWCX commentary
Aug 07, 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 SCWCX is a Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 79.1B vs. IVEIX (98.1M). 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 : 13.05 vs. IVEIX (3.55). IVEIX return over 5 years is better than : 131.82 vs. SCWCX (7.08).
| 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 | 7.004 | 7.635 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 79.1B | 0% |
| Annual Yield % from dividends | 1.22 | 0.04 | 3,077% |
| Returns for 1 year | 3.55 | 13.05 | 27% |
| Returns for 3 years | -2.07 | 20.76 | -10% |
| Returns for 5 years | 131.82 | 7.08 | 1,861% |
| Returns for 10 years | -14.89 | 31.73 | -47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement