| IEYYX | SMCWX | IEYYX / 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 | 17.971 | 7.961 | 226% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 79.3B | 0% |
| Annual Yield % from dividends | 0.77 | 0.57 | 137% |
| Returns for 1 year | 11.50 | 6.39 | 180% |
| Returns for 3 years | 5.04 | 29.12 | 17% |
| Returns for 5 years | 142.86 | 2.03 | 7,041% |
| Returns for 10 years | -5.19 | 56.47 | -9% |