| IEYAX | SMCWX | IEYAX / SMCWX | |
| Total Expense Ratio | 1.24 | 1.04 | 119% |
| Annual Report Gross Expense Ratio | 1.50 | 1.04 | 144% |
| Fund Existence | 20 years | 36 years | - |
| Gain YTD | 21.017 | 13.913 | 151% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 83.3B | 0% |
| Annual Yield % from dividends | 0.99 | 0.56 | 177% |
| Returns for 1 year | 12.14 | 8.46 | 143% |
| Returns for 3 years | 7.59 | 36.34 | 21% |
| Returns for 5 years | 129.84 | 4.96 | 2,615% |
| Returns for 10 years | -5.81 | 63.06 | -9% |