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IEYCX vs SMCWX
IEYCX vs SMCWX Comparison
Open Charts IEYCX vs SMCWX
IEYCX vs SMCWX Comparison Chart in %
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IEYCX vs. SMCWX commentary
Jun 18, 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 IEYCX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. IEYCX (112M). SMCWX pays higher dividends than IEYCX: SMCWX (0.63) vs IEYCX (0.18). IEYCX was incepted earlier than SMCWX: IEYCX (20 years) vs SMCWX (36 years). IEYCX (2.25) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. IEYCX (20.00). SMCWX has a lower initial minimum investment than IEYCX: SMCWX (250) vs IEYCX (1000). IEYCX annual gain was more profitable for investors over the last year : 39.99 vs. SMCWX (21.65). IEYCX return over 5 years is better than : 95.19 vs. SMCWX (-0.94).
| IEYCX | SMCWX | IEYCX / SMCWX | |
| Total Expense Ratio | 1.99 | 1.03 | 193% |
| Annual Report Gross Expense Ratio | 2.25 | 1.03 | 218% |
| Fund Existence | 20 years | 36 years | - |
| Gain YTD | 18.154 | 14.750 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 91.5B | 0% |
| Annual Yield % from dividends | 0.18 | 0.63 | 28% |
| Returns for 1 year | 39.99 | 21.65 | 185% |
| Returns for 3 years | 33.61 | 36.64 | 92% |
| Returns for 5 years | 95.19 | -0.94 | -10,146% |
| Returns for 10 years | 6.30 | 98.24 | 6% |
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