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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Macquarie Climate Solutions I
Price$9.60
Change+$0.08 (+0.84%)
VolumeN/A
Net Assets110.65M
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets75.12B
IVEIX vs SFCWX Comparison Chart
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IVEIX vs. SFCWX commentary
Jan 19, 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.1B vs. IVEIX (111M). IVEIX pays higher dividends than SFCWX: IVEIX (2.74) vs SFCWX (0.95). IVEIX was incepted earlier than SFCWX: IVEIX (18 years) vs SFCWX (8 years). IVEIX is a more actively managed with annual turnover of: 108.00 vs. SFCWX (29.00). 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 : 8.20 vs. IVEIX (7.41). IVEIX return over 5 years is better than : 21.98 vs. SFCWX (16.09).
| IVEIX | SFCWX | IVEIX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 3.448 | 1.278 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 75.1B | 0% |
| Annual Yield % from dividends | 2.74 | 0.95 | 289% |
| Returns for 1 year | 7.41 | 8.20 | 90% |
| Returns for 3 years | 21.21 | -3.83 | -554% |
| Returns for 5 years | 21.98 | 16.09 | 137% |
| Returns for 10 years | -22.13 | N/A | - |