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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Macquarie Climate Solutions I
Price$8.89
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets94.72M
American Funds SMALLCAP World F3
Price$64.98
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets69.06B
IVEIX vs SFCWX Comparison Chart
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IVEIX vs. SFCWX commentary
Apr 28, 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: 69.1B vs. IVEIX (94.7M). 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 annual gain was more profitable for investors over the last year : -1.04 vs. IVEIX (-6.33). IVEIX return over 5 years is better than : 146.62 vs. SFCWX (30.38).
| 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 | -4.203 | -5.648 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 69.1B | 0% |
| Annual Yield % from dividends | 1.34 | 1.04 | 129% |
| Returns for 1 year | -6.33 | -1.04 | 611% |
| Returns for 3 years | -6.67 | 5.70 | -117% |
| Returns for 5 years | 146.62 | 30.38 | 483% |
| Returns for 10 years | -37.19 | N/A | - |
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