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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 03, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. IENRX (128M). 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 : 33.90 vs. SMCWX (12.78). IENRX return over 5 years is better than : 119.97 vs. SMCWX (-6.79).
| 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 | 16.784 | 10.342 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 94.3B | 0% |
| Annual Yield % from dividends | 1.09 | 0.61 | 179% |
| Returns for 1 year | 33.90 | 12.78 | 265% |
| Returns for 3 years | 32.71 | 27.52 | 119% |
| Returns for 5 years | 119.97 | -6.79 | -1,767% |
| Returns for 10 years | 23.17 | 81.21 | 29% |
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