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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
Aug 23, 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 Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 89B vs. IENRX (130M). IENRX pays higher dividends than SMCWX: IENRX (1.09) vs SMCWX (0.61). IENRX was incepted earlier than SMCWX: IENRX (12 years) vs SMCWX (36 years). IENRX (1.08) and SMCWX (1.03) have similar cost to investors . 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 : 35.75 vs. SMCWX (15.20). IENRX return over 5 years is better than : 142.86 vs. SMCWX (-2.63).
| IENRX | SMCWX | IENRX / SMCWX | |
| Total Expense Ratio | 0.82 | 1.03 | 80% |
| Annual Report Gross Expense Ratio | 1.08 | 1.03 | 105% |
| Fund Existence | 12 years | 36 years | - |
| Gain YTD | 19.346 | 14.586 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 89B | 0% |
| Annual Yield % from dividends | 1.09 | 0.61 | 179% |
| Returns for 1 year | 35.75 | 15.20 | 235% |
| Returns for 3 years | 43.24 | 40.57 | 107% |
| Returns for 5 years | 142.86 | -2.63 | -5,428% |
| Returns for 10 years | 12.91 | 83.11 | 16% |
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