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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Macquarie Climate Solutions I
Price$9.49
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets96.57M
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
IVEIX vs SFCWX Comparison Chart
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IVEIX vs. SFCWX commentary
Jun 07, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. IVEIX (96.6M). 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 (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 : 5.16 vs. IVEIX (-5.23). IVEIX return over 5 years is better than : 97.07 vs. SFCWX (19.96).
| 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 | 2.263 | 3.906 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 75.3B | 0% |
| Annual Yield % from dividends | 1.31 | 0.96 | 136% |
| Returns for 1 year | -5.23 | 5.16 | -101% |
| Returns for 3 years | -19.27 | 17.81 | -108% |
| Returns for 5 years | 97.07 | 19.96 | 486% |
| Returns for 10 years | -30.14 | N/A | - |
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