Interact to see
Advertisement
Advertisement
IEYAX vs SMCWX
IEYAX vs SMCWX Comparison
Open Charts IEYAX vs SMCWX
IEYAX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IEYAX vs. SMCWX commentary
Jul 07, 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 IEYAX is a Buy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. IEYAX (126M). IEYAX pays higher dividends than SMCWX: IEYAX (0.81) vs SMCWX (0.58). IEYAX was incepted earlier than SMCWX: IEYAX (20 years) vs SMCWX (36 years). IEYAX (1.50) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. IEYAX (20.00). IEYAX (6%) and SMCWX (6%) have equivalent initial investment costs. SMCWX has a lower initial minimum investment than IEYAX: SMCWX (250) vs IEYAX (1000). IEYAX annual gain was more profitable for investors over the last year : 32.10 vs. SMCWX (17.03). IEYAX return over 5 years is better than : 96.88 vs. SMCWX (-1.77).
| IEYAX | SMCWX | IEYAX / SMCWX | |
| Total Expense Ratio | 1.24 | 1.03 | 120% |
| Annual Report Gross Expense Ratio | 1.50 | 1.03 | 146% |
| Fund Existence | 20 years | 36 years | - |
| Gain YTD | 15.163 | 16.019 | 95% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 91.5B | 0% |
| Annual Yield % from dividends | 0.81 | 0.58 | 140% |
| Returns for 1 year | 32.10 | 17.03 | 189% |
| Returns for 3 years | 35.08 | 40.19 | 87% |
| Returns for 5 years | 96.88 | -1.77 | -5,468% |
| Returns for 10 years | 10.26 | 97.65 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers