Interact to see
Advertisement
Advertisement
IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Nomura Climate Solutions I
Price$11.93
Change+$0.13 (+1.10%)
VolumeN/A
Net Assets106.72M
American Funds SMALLCAP World F3
Price$78.16
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
IVEIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVEIX vs. SFCWX commentary
Jan 15, 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 (107M). SFCWX (1.04) and IVEIX (1.04) 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). 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 : 29.48 vs. SFCWX (16.13). IVEIX return over 5 years is better than : 115.71 vs. SFCWX (-2.99).
| 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 | 5.762 | 4.227 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 82.4B | 0% |
| Annual Yield % from dividends | 1.04 | 1.04 | 100% |
| Returns for 1 year | 29.48 | 16.13 | 183% |
| Returns for 3 years | 15.59 | 31.19 | 50% |
| Returns for 5 years | 115.71 | -2.99 | -3,875% |
| Returns for 10 years | 38.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement