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IEYAX vs SMCWX
IEYAX vs SMCWX Comparison
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IEYAX vs SMCWX Comparison Chart in %
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IEYAX vs. SMCWX commentary
Aug 16, 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: 89B vs. IEYAX (131M). IEYAX pays higher dividends than SMCWX: IEYAX (0.80) vs SMCWX (0.61). 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 (29.00). 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 : 36.39 vs. SMCWX (16.83). IEYAX return over 5 years is better than : 120.15 vs. SMCWX (-1.98).
| 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 | 19.535 | 17.260 | 113% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 89B | 0% |
| Annual Yield % from dividends | 0.80 | 0.61 | 131% |
| Returns for 1 year | 36.39 | 16.83 | 216% |
| Returns for 3 years | 41.39 | 41.28 | 100% |
| Returns for 5 years | 120.15 | -1.98 | -6,083% |
| Returns for 10 years | 9.00 | 88.27 | 10% |
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