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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
Jun 04, 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 Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. EKGIX (110M). 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 : 20.50 vs. EKGIX (11.70). SMCWX return over 5 years is better than : -2.89 vs. EKGIX (-22.64).
| 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 | 5.586 | 12.075 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 88.9B | 0% |
| Annual Yield % from dividends | 1.27 | 0.63 | 203% |
| Returns for 1 year | 11.70 | 20.50 | 57% |
| Returns for 3 years | 13.81 | 37.36 | 37% |
| Returns for 5 years | -22.64 | -2.89 | 784% |
| Returns for 10 years | 12.88 | 88.69 | 15% |
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