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NIAGX vs SMCWX
NIAGX vs SMCWX Comparison
Open Charts NIAGX vs SMCWX
NIAGX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. NIAGX (89.6M). SMCWX pays higher dividends than NIAGX: SMCWX (0.63) vs NIAGX (0.24). NIAGX was incepted earlier than SMCWX: NIAGX (4 years) vs SMCWX (36 years). NIAGX (1.38) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. NIAGX (29.00). SMCWX has a lower initial minimum investment than NIAGX: SMCWX (250) vs NIAGX (1000). SMCWX annual gain was more profitable for investors over the last year : 18.03 vs. NIAGX (12.30).
| NIAGX | SMCWX | NIAGX / SMCWX | |
| Total Expense Ratio | 0.98 | 1.03 | 95% |
| Annual Report Gross Expense Ratio | 1.38 | 1.03 | 134% |
| Fund Existence | 4 years | 36 years | - |
| Gain YTD | 7.163 | 13.167 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.6M | 91.5B | 0% |
| Annual Yield % from dividends | 0.24 | 0.63 | 39% |
| Returns for 1 year | 12.30 | 18.03 | 68% |
| Returns for 3 years | 43.82 | 35.30 | 124% |
| Returns for 5 years | N/A | -4.39 | - |
| Returns for 10 years | N/A | 96.05 | - |
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