The average market capitalization across the group is 44.57B. The market cap for tickers in the group ranges from 129.08M to 89.02B. SMCWX holds the highest valuation in this group at 89.02B. The lowest valued company is IYEFX at 129.08M.

High and low price notable news

The average weekly price growth across all stocks in the group was 0%. For the same group, the average monthly price growth was 0%, and the average quarterly price growth was 9%. SMCWX experienced the highest price growth at 0%, while IYEFX experienced the biggest fall at 0%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

IYEFX vs. SMCWX commentary

Sep 06, 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 StrongBuy and SMCWX is a Buy.

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FUNDAMENTALS

Fundamentals

SMCWX has more cash in the bank: 89B vs. IYEFX (129M). IYEFX pays higher dividends than SMCWX: IYEFX (0.64) vs SMCWX (0.60). 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 : 33.07 vs. SMCWX (12.69). IYEFX return over 5 years is better than : 116.33 vs. SMCWX (-9.12).

	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	18.002	14.081	128%
Front Load	N/A	6%	-
Min. Initial Investment	0	250	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	129M	89B	0%
Annual Yield % from dividends	0.64	0.60	107%
Returns for 1 year	33.07	12.69	261%
Returns for 3 years	40.39	37.47	108%
Returns for 5 years	116.33	-9.12	-1,276%
Returns for 10 years	4.62	81.33	6%

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