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IEYYX vs SMCWX
IEYYX vs SMCWX Comparison
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IEYYX vs SMCWX Comparison Chart in %
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IEYYX vs. SMCWX commentary
Sep 12, 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 IEYYX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.4B vs. IEYYX (129M). IEYYX pays higher dividends than SMCWX: IEYYX (0.74) vs SMCWX (0.60). IEYYX was incepted earlier than SMCWX: IEYYX (20 years) vs SMCWX (36 years). IEYYX (1.62) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. IEYYX (29.00). IEYYX has a lower initial minimum investment than SMCWX: IEYYX (0) vs SMCWX (250). IEYYX annual gain was more profitable for investors over the last year : 29.53 vs. SMCWX (8.99). IEYYX return over 5 years is better than : 119.90 vs. SMCWX (-9.27).
| IEYYX | SMCWX | IEYYX / SMCWX | |
| Total Expense Ratio | 1.24 | 1.03 | 120% |
| Annual Report Gross Expense Ratio | 1.62 | 1.03 | 157% |
| Fund Existence | 20 years | 36 years | - |
| Gain YTD | 17.332 | 12.294 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 91.4B | 0% |
| Annual Yield % from dividends | 0.74 | 0.60 | 124% |
| Returns for 1 year | 29.53 | 8.99 | 328% |
| Returns for 3 years | 40.03 | 37.46 | 107% |
| Returns for 5 years | 119.90 | -9.27 | -1,293% |
| Returns for 10 years | 10.90 | 83.28 | 13% |
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