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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Nomura Climate Solutions I
Price$12.52
Change+$1.64 (+15.07%)
VolumeN/A
Net Assets109.77M
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
IVEIX vs SFCWX Comparison Chart in %
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IVEIX vs. SFCWX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. IVEIX (110M). SFCWX (1.00) and IVEIX (0.96) have matching dividends . 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: 41.00 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 : 36.03 vs. SFCWX (13.84). IVEIX return over 5 years is better than : 125.62 vs. SFCWX (-5.67).
| 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 | 10.993 | 4.814 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 82.4B | 0% |
| Annual Yield % from dividends | 0.96 | 1.00 | 95% |
| Returns for 1 year | 36.03 | 13.84 | 260% |
| Returns for 3 years | 23.59 | 25.94 | 91% |
| Returns for 5 years | 125.62 | -5.67 | -2,217% |
| Returns for 10 years | 41.60 | N/A | - |
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