| IEYYX | SMCWX | IEYYX / 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 | 16.515 | 10.342 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 94.3B | 0% |
| Annual Yield % from dividends | 0.75 | 0.61 | 122% |
| Returns for 1 year | 33.39 | 12.78 | 261% |
| Returns for 3 years | 31.02 | 27.52 | 113% |
| Returns for 5 years | 113.23 | -6.79 | -1,668% |
| Returns for 10 years | 17.40 | 81.21 | 21% |