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IVEIX vs SFCWX
IVEIX vs SFCWX Comparison
Open Charts IVEIX vs SFCWX
Macquarie Climate Solutions I
Price$9.69
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets98.65M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
IVEIX vs SFCWX Comparison Chart
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IVEIX vs. SFCWX 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 SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. IVEIX (98.6M). IVEIX pays higher dividends than SFCWX: IVEIX (1.31) vs SFCWX (0.96). IVEIX was incepted earlier than SFCWX: IVEIX (18 years) vs SFCWX (8 years). IVEIX (1.18) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (13.00). IVEIX has a lower initial minimum investment than SFCWX: IVEIX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 5.19 vs. IVEIX (-1.29). IVEIX return over 5 years is better than : 124.77 vs. SFCWX (24.23).
| IVEIX | SFCWX | IVEIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.18 | 0.65 | 182% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 4.418 | 3.590 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 75.5B | 0% |
| Annual Yield % from dividends | 1.31 | 0.96 | 136% |
| Returns for 1 year | -1.29 | 5.19 | -25% |
| Returns for 3 years | -7.34 | 31.20 | -24% |
| Returns for 5 years | 124.77 | 24.23 | 515% |
| Returns for 10 years | -29.19 | N/A | - |
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