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IENRX vs SMCWX
IENRX vs SMCWX Comparison
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IENRX vs SMCWX Comparison Chart in %
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IENRX vs. SMCWX commentary
Sep 12, 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 IENRX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.4B vs. IENRX (129M). IENRX pays higher dividends than SMCWX: IENRX (1.08) vs SMCWX (0.60). IENRX was incepted earlier than SMCWX: IENRX (12 years) vs SMCWX (36 years). IENRX (1.20) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. IENRX (29.00). IENRX annual gain was more profitable for investors over the last year : 30.10 vs. SMCWX (8.99). IENRX return over 5 years is better than : 127.15 vs. SMCWX (-9.27).
| IENRX | SMCWX | IENRX / SMCWX | |
| Total Expense Ratio | 0.84 | 1.03 | 82% |
| Annual Report Gross Expense Ratio | 1.20 | 1.03 | 117% |
| Fund Existence | 12 years | 36 years | - |
| Gain YTD | 17.668 | 12.294 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 91.4B | 0% |
| Annual Yield % from dividends | 1.08 | 0.60 | 181% |
| Returns for 1 year | 30.10 | 8.99 | 335% |
| Returns for 3 years | 41.79 | 37.46 | 112% |
| Returns for 5 years | 127.15 | -9.27 | -1,371% |
| Returns for 10 years | 16.41 | 83.28 | 20% |
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