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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. IENRX (127M). IENRX pays higher dividends than SMCWX: IENRX (1.10) vs SMCWX (0.58). 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 : 31.88 vs. SMCWX (13.82). IENRX return over 5 years is better than : 109.98 vs. SMCWX (-4.05).
| 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 | 15.371 | 12.021 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 94.3B | 0% |
| Annual Yield % from dividends | 1.10 | 0.58 | 191% |
| Returns for 1 year | 31.88 | 13.82 | 231% |
| Returns for 3 years | 32.11 | 30.02 | 107% |
| Returns for 5 years | 109.98 | -4.05 | -2,717% |
| Returns for 10 years | 14.59 | 87.59 | 17% |
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