IEYAX | SMCWX | IEYAX / SMCWX | |
Total Expense Ratio | 1.24 | 1.04 | 119% |
Annual Report Gross Expense Ratio | 1.43 | 1.04 | 138% |
Fund Existence | 19 years | 35 years | - |
Gain YTD | 9.266 | 11.078 | 84% |
Front Load | 6% | 6% | 100% |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 98.8M | 80.8B | 0% |
Annual Yield % from dividends | 1.12 | 0.59 | 189% |
Returns for 1 year | 0.01 | 8.63 | 0% |
Returns for 3 years | -4.43 | 30.59 | -14% |
Returns for 5 years | 134.63 | 13.67 | 985% |
Returns for 10 years | -14.54 | 59.54 | -24% |