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EKGAX vs SMCWX
EKGAX vs SMCWX Comparison
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EKGAX vs SMCWX Comparison Chart in %
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EKGAX vs. SMCWX commentary
Jun 24, 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 EKGAX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. EKGAX (111M). EKGAX pays higher dividends than SMCWX: EKGAX (1.05) vs SMCWX (0.63). EKGAX was incepted earlier than SMCWX: EKGAX (38 years) vs SMCWX (36 years). EKGAX (1.58) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. EKGAX (36.00). EKGAX (6%) and SMCWX (6%) have equivalent initial investment costs. SMCWX has a lower initial minimum investment than EKGAX: SMCWX (250) vs EKGAX (1000). SMCWX annual gain was more profitable for investors over the last year : 23.85 vs. EKGAX (12.96). SMCWX return over 5 years is better than : -0.98 vs. EKGAX (-23.42).
| EKGAX | SMCWX | EKGAX / SMCWX | |
| Total Expense Ratio | 1.42 | 1.03 | 138% |
| Annual Report Gross Expense Ratio | 1.58 | 1.03 | 153% |
| Fund Existence | 38 years | 36 years | - |
| Gain YTD | 7.647 | 16.837 | 45% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 91.5B | 0% |
| Annual Yield % from dividends | 1.05 | 0.63 | 168% |
| Returns for 1 year | 12.96 | 23.85 | 54% |
| Returns for 3 years | 15.86 | 42.79 | 37% |
| Returns for 5 years | -23.42 | -0.98 | 2,396% |
| Returns for 10 years | 14.52 | 105.31 | 14% |
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