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LIFEX vs SMCWX
LIFEX vs SMCWX Comparison
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LIFEX vs SMCWX Comparison Chart in %
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LIFEX vs. SMCWX commentary
Jun 24, 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 LIFEX is a StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. LIFEX (55M). SMCWX pays higher dividends than LIFEX: SMCWX (0.63) vs LIFEX (0.13). LIFEX was incepted earlier than SMCWX: LIFEX (6 years) vs SMCWX (36 years). LIFEX (1.51) is less costly to investors than SMCWX (1.03). LIFEX is a more actively managed with annual turnover of: 64.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than LIFEX: SMCWX (250) vs LIFEX (500000). LIFEX annual gain was more profitable for investors over the last year : 34.49 vs. SMCWX (23.85). LIFEX return over 5 years is better than : 17.32 vs. SMCWX (-0.98).
| LIFEX | SMCWX | LIFEX / SMCWX | |
| Total Expense Ratio | 1.05 | 1.03 | 102% |
| Annual Report Gross Expense Ratio | 1.51 | 1.03 | 147% |
| Fund Existence | 6 years | 36 years | - |
| Gain YTD | 19.435 | 16.837 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 91.5B | 0% |
| Annual Yield % from dividends | 0.13 | 0.63 | 20% |
| Returns for 1 year | 34.49 | 23.85 | 145% |
| Returns for 3 years | 63.03 | 42.79 | 147% |
| Returns for 5 years | 17.32 | -0.98 | -1,772% |
| Returns for 10 years | N/A | 105.31 | - |
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