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IVEIX vs RSLDX
IVEIX vs RSLDX Comparison
Open Charts IVEIX vs RSLDX
Macquarie Climate Solutions I
Price$9.69
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets98.65M
American Funds SMALLCAP World R5E
Price$70.47
Change-$1.12 (-1.56%)
VolumeN/A
Net Assets75.47B
IVEIX vs RSLDX Comparison Chart
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IVEIX vs. RSLDX commentary
Jun 16, 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 RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 75.5B vs. IVEIX (98.6M). IVEIX pays higher dividends than RSLDX: IVEIX (1.31) vs RSLDX (0.82). IVEIX was incepted earlier than RSLDX: IVEIX (18 years) vs RSLDX (10 years). IVEIX (1.18) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (13.00). IVEIX has a lower initial minimum investment than RSLDX: IVEIX (0) vs RSLDX (250). RSLDX annual gain was more profitable for investors over the last year : 5.04 vs. IVEIX (-1.29). IVEIX return over 5 years is better than : 124.77 vs. RSLDX (23.37).
| IVEIX | RSLDX | IVEIX / RSLDX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.18 | 0.80 | 147% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 4.418 | 3.529 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 75.5B | 0% |
| Annual Yield % from dividends | 1.31 | 0.82 | 159% |
| Returns for 1 year | -1.29 | 5.04 | -26% |
| Returns for 3 years | -7.34 | 30.80 | -24% |
| Returns for 5 years | 124.77 | 23.37 | 534% |
| Returns for 10 years | -29.19 | N/A | - |