Interact to see
Advertisement
Advertisement
IYEFX vs RSEBX
IYEFX vs RSEBX Comparison
Open Charts IYEFX vs RSEBX
Macquarie Climate Solutions R
Price$9.21
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets98.91M
American Funds SMALLCAP World R2E
Price$69.58
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets77.69B
IYEFX vs RSEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYEFX vs. RSEBX commentary
Jul 17, 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 IYEFX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 77.7B vs. IYEFX (98.9M). IYEFX pays higher dividends than RSEBX: IYEFX (0.91) vs RSEBX (0.23). IYEFX was incepted earlier than RSEBX: IYEFX (13 years) vs RSEBX (11 years). IYEFX (1.68) is less costly to investors than RSEBX (1.45). RSEBX is a more actively managed with annual turnover of: 32.00 vs. IYEFX (20.00). IYEFX has a lower initial minimum investment than RSEBX: IYEFX (0) vs RSEBX (250). RSEBX annual gain was more profitable for investors over the last year : 2.82 vs. IYEFX (-1.33). IYEFX return over 5 years is better than : 138.30 vs. RSEBX (14.68).
| IYEFX | RSEBX | IYEFX / RSEBX | |
| Total Expense Ratio | 1.49 | 1.45 | 103% |
| Annual Report Gross Expense Ratio | 1.68 | 1.45 | 116% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 5.950 | 7.035 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 77.7B | 0% |
| Annual Yield % from dividends | 0.91 | 0.23 | 392% |
| Returns for 1 year | -1.33 | 2.82 | -47% |
| Returns for 3 years | 11.18 | 31.94 | 35% |
| Returns for 5 years | 138.30 | 14.68 | 942% |
| Returns for 10 years | -23.61 | 36.85 | -64% |