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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Macquarie Climate Solutions I
Price$8.22
Change-$0.14 (-1.67%)
VolumeN/A
Net Assets90.72M
American Funds SMALLCAP World F3
Price$58.60
Change-$0.88 (-1.48%)
VolumeN/A
Net Assets63.37B
IVEIX vs SFCWX Comparison Chart
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IVEIX vs. SFCWX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 63.4B vs. IVEIX (90.7M). IVEIX pays higher dividends than SFCWX: IVEIX (1.34) vs SFCWX (1.04). 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 (13.00). IVEIX has a lower initial minimum investment than SFCWX: IVEIX (0) vs SFCWX (1000000). SFCWX (-12.68) and IVEIX (-12.82) have marching annual gain over last year. IVEIX return over 5 years is better than : 164.95 vs. SFCWX (39.45).
| 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 | -9.914 | -13.634 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7M | 63.4B | 0% |
| Annual Yield % from dividends | 1.34 | 1.04 | 129% |
| Returns for 1 year | -12.82 | -12.68 | 101% |
| Returns for 3 years | -14.31 | -12.61 | 113% |
| Returns for 5 years | 164.95 | 39.45 | 418% |
| Returns for 10 years | -38.58 | N/A | - |
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