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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Nomura Climate Solutions I
Price$11.27
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets102.82M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
IVEIX vs SFCWX Comparison Chart in %
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IVEIX vs. SFCWX commentary
Dec 05, 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 Hold and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. IVEIX (103M). IVEIX pays higher dividends than SFCWX: IVEIX (1.08) vs SFCWX (0.88). IVEIX was incepted earlier than SFCWX: IVEIX (19 years) vs SFCWX (9 years). IVEIX (1.25) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than SFCWX: IVEIX (0) vs SFCWX (1000000). IVEIX annual gain was more profitable for investors over the last year : 12.32 vs. SFCWX (7.03). IVEIX return over 5 years is better than : 122.59 vs. SFCWX (3.84).
| IVEIX | SFCWX | IVEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 21.444 | 13.859 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 82.3B | 0% |
| Annual Yield % from dividends | 1.08 | 0.88 | 123% |
| Returns for 1 year | 12.32 | 7.03 | 175% |
| Returns for 3 years | 6.79 | 31.99 | 21% |
| Returns for 5 years | 122.59 | 3.84 | 3,196% |
| Returns for 10 years | 3.34 | N/A | - |
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