IVEIX
Price
$9.49
Change
+$0.04 (+0.42%)
Updated
Jun 6 closing price
Net Assets
96.57M
SFCWX
Price
$71.56
Change
+$0.48 (+0.68%)
Updated
Jun 6 closing price
Net Assets
75.3B
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IVEIX vs SFCWX

Header iconIVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWXBanner chart's image
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.

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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).
IVEIXSFCWXIVEIX / SFCWX
Total Expense Ratio0.990.65152%
Annual Report Gross Expense Ratio1.180.65182%
Fund Existence18 years8 years-
Gain YTD2.2633.90658%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets96.6M75.3B0%
Annual Yield % from dividends1.310.96136%
Returns for 1 year-5.235.16-101%
Returns for 3 years-19.2717.81-108%
Returns for 5 years97.0719.96486%
Returns for 10 years-30.14N/A-
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