| IEYCX | SMCWX | IEYCX / SMCWX | |
| Total Expense Ratio | 1.99 | 1.03 | 193% |
| Annual Report Gross Expense Ratio | 2.25 | 1.03 | 218% |
| Fund Existence | 20 years | 36 years | - |
| Gain YTD | 10.852 | 4.762 | 228% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 82.4B | 0% |
| Annual Yield % from dividends | 0.20 | 0.68 | 29% |
| Returns for 1 year | 34.73 | 13.30 | 261% |
| Returns for 3 years | 19.97 | 24.37 | 82% |
| Returns for 5 years | 116.04 | -7.39 | -1,570% |
| Returns for 10 years | 28.92 | 104.21 | 28% |