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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Macquarie Climate Solutions I
Price$9.89
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets98.34M
American Funds SMALLCAP World F3
Price$74.78
Change+$0.78 (+1.05%)
VolumeN/A
Net Assets78.16B
IVEIX vs SFCWX Comparison Chart in %
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IVEIX vs. SFCWX commentary
Jul 18, 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: 78.2B vs. IVEIX (98.3M). IVEIX pays higher dividends than SFCWX: IVEIX (1.27) vs SFCWX (0.94). 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 : 6.29 vs. IVEIX (-0.77). IVEIX return over 5 years is better than : 140.10 vs. SFCWX (20.85).
| 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 | 5.603 | 8.616 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 78.2B | 0% |
| Annual Yield % from dividends | 1.27 | 0.94 | 135% |
| Returns for 1 year | -0.77 | 6.29 | -12% |
| Returns for 3 years | 7.21 | 35.63 | 20% |
| Returns for 5 years | 140.10 | 20.85 | 672% |
| Returns for 10 years | -19.49 | N/A | - |
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