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EKGIX vs SMCWX
EKGIX vs SMCWX Comparison
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EKGIX vs SMCWX Comparison Chart in %
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EKGIX vs. SMCWX commentary
Jul 01, 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 EKGIX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. EKGIX (113M). EKGIX pays higher dividends than SMCWX: EKGIX (1.27) vs SMCWX (0.63). EKGIX was incepted earlier than SMCWX: EKGIX (16 years) vs SMCWX (36 years). EKGIX (1.26) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. EKGIX (36.00). SMCWX has a lower initial minimum investment than EKGIX: SMCWX (250) vs EKGIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 17.76 vs. EKGIX (11.43). SMCWX return over 5 years is better than : -2.78 vs. EKGIX (-20.02).
| EKGIX | SMCWX | EKGIX / SMCWX | |
| Total Expense Ratio | 1.10 | 1.03 | 107% |
| Annual Report Gross Expense Ratio | 1.26 | 1.03 | 122% |
| Fund Existence | 16 years | 36 years | - |
| Gain YTD | 9.484 | 15.132 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 91.5B | 0% |
| Annual Yield % from dividends | 1.27 | 0.63 | 203% |
| Returns for 1 year | 11.43 | 17.76 | 64% |
| Returns for 3 years | 14.63 | 37.10 | 39% |
| Returns for 5 years | -20.02 | -2.78 | 721% |
| Returns for 10 years | 21.20 | 96.63 | 22% |
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