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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Macquarie Climate Solutions I
Price$9.61
Change+$0.12 (+1.26%)
VolumeN/A
Net Assets96.09M
American Funds SMALLCAP World F3
Price$73.63
Change+$0.94 (+1.29%)
VolumeN/A
Net Assets76.91B
IVEIX vs SFCWX Comparison Chart in %
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IVEIX vs. SFCWX 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.9B vs. IVEIX (96.1M). IVEIX pays higher dividends than SFCWX: IVEIX (1.31) vs SFCWX (0.96). IVEIX was incepted earlier than SFCWX: IVEIX (18 years) vs SFCWX (8 years). IVEIX (1.18) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than SFCWX: IVEIX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 9.71 vs. IVEIX (-1.41). IVEIX return over 5 years is better than : 139.20 vs. SFCWX (25.43).
| IVEIX | SFCWX | IVEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.18 | 0.65 | 182% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 3.556 | 6.946 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 76.9B | 0% |
| Annual Yield % from dividends | 1.31 | 0.96 | 136% |
| Returns for 1 year | -1.41 | 9.71 | -15% |
| Returns for 3 years | 0.89 | 30.53 | 3% |
| Returns for 5 years | 139.20 | 25.43 | 547% |
| Returns for 10 years | -26.17 | N/A | - |
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