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IYEFX vs SMCWX
IYEFX vs SMCWX Comparison
Open Charts IYEFX vs SMCWX
IYEFX vs SMCWX Comparison Chart in %
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IYEFX vs. SMCWX commentary
Jul 27, 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 IYEFX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. IYEFX (128M). IYEFX pays higher dividends than SMCWX: IYEFX (0.65) vs SMCWX (0.58). IYEFX was incepted earlier than SMCWX: IYEFX (14 years) vs SMCWX (36 years). IYEFX (1.75) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. IYEFX (29.00). IYEFX has a lower initial minimum investment than SMCWX: IYEFX (0) vs SMCWX (250). IYEFX annual gain was more profitable for investors over the last year : 29.92 vs. SMCWX (11.08). IYEFX return over 5 years is better than : 115.66 vs. SMCWX (-6.46).
| IYEFX | SMCWX | IYEFX / SMCWX | |
| Total Expense Ratio | 1.49 | 1.03 | 145% |
| Annual Report Gross Expense Ratio | 1.75 | 1.03 | 170% |
| Fund Existence | 14 years | 36 years | - |
| Gain YTD | 16.305 | 10.547 | 155% |
| 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 | 0.65 | 0.58 | 113% |
| Returns for 1 year | 29.92 | 11.08 | 270% |
| Returns for 3 years | 27.64 | 28.19 | 98% |
| Returns for 5 years | 115.66 | -6.46 | -1,791% |
| Returns for 10 years | 12.67 | 82.75 | 15% |
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