IEYAX | SMCWX | IEYAX / SMCWX | |
Total Expense Ratio | 1.24 | 1.04 | 119% |
Annual Report Gross Expense Ratio | 1.50 | 1.04 | 144% |
Fund Existence | 20 years | 35 years | - |
Gain YTD | 16.384 | 10.811 | 152% |
Front Load | 6% | 6% | 100% |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 102M | 81.1B | 0% |
Annual Yield % from dividends | 1.04 | 0.57 | 183% |
Returns for 1 year | 6.85 | 6.40 | 107% |
Returns for 3 years | 13.35 | 40.93 | 33% |
Returns for 5 years | 189.72 | 8.37 | 2,267% |
Returns for 10 years | -9.05 | 62.33 | -15% |