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IVEIX vs SMCWX
IVEIX vs SMCWX Comparison
Open Charts IVEIX vs SMCWX
Macquarie Climate Solutions I
Price$9.34
Change-$0.09 (-0.95%)
VolumeN/A
Net Assets105.07M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
IVEIX vs SMCWX Comparison Chart
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IVEIX vs. SMCWX commentary
Feb 23, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. IVEIX (105M). IVEIX pays higher dividends than SMCWX: IVEIX (2.74) vs SMCWX (0.61). IVEIX was incepted earlier than SMCWX: IVEIX (18 years) vs SMCWX (35 years). IVEIX is a more actively managed with annual turnover of: 108.00 vs. SMCWX (29.00). IVEIX has a lower initial minimum investment than SMCWX: IVEIX (0) vs SMCWX (250). IVEIX annual gain was more profitable for investors over the last year : 3.81 vs. SMCWX (1.53). IVEIX return over 5 years is better than : 33.28 vs. SMCWX (12.97).
| IVEIX | SMCWX | IVEIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 35 years | - |
| Gain YTD | 0.647 | 0.119 | 545% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 74.4B | 0% |
| Annual Yield % from dividends | 2.74 | 0.61 | 446% |
| Returns for 1 year | 3.81 | 1.53 | 249% |
| Returns for 3 years | 17.08 | 1.16 | 1,471% |
| Returns for 5 years | 33.28 | 12.97 | 257% |
| Returns for 10 years | -30.40 | 44.71 | -68% |
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