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AGCVX vs SMCWX
AGCVX vs SMCWX Comparison
Open Charts AGCVX vs SMCWX
AGCVX vs SMCWX Comparison Chart in %
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AGCVX vs. SMCWX commentary
Sep 12, 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 AGCVX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.4B vs. AGCVX (58.7M). AGCVX pays higher dividends than SMCWX: AGCVX (0.67) vs SMCWX (0.60). AGCVX was incepted earlier than SMCWX: AGCVX (10 years) vs SMCWX (36 years). AGCVX (1.11) is less costly to investors than SMCWX (1.03). AGCVX is a more actively managed with annual turnover of: 140.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than AGCVX: SMCWX (250) vs AGCVX (2500). SMCWX annual gain was more profitable for investors over the last year : 8.99 vs. AGCVX (2.28). SMCWX return over 5 years is better than : -9.27 vs. AGCVX (-11.59).
| AGCVX | SMCWX | AGCVX / SMCWX | |
| Total Expense Ratio | 1.11 | 1.03 | 108% |
| Annual Report Gross Expense Ratio | 1.11 | 1.03 | 108% |
| Fund Existence | 10 years | 36 years | - |
| Gain YTD | 5.129 | 12.294 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.7M | 91.4B | 0% |
| Annual Yield % from dividends | 0.67 | 0.60 | 112% |
| Returns for 1 year | 2.28 | 8.99 | 25% |
| Returns for 3 years | 37.27 | 37.46 | 99% |
| Returns for 5 years | -11.59 | -9.27 | 125% |
| Returns for 10 years | 109.18 | 83.28 | 131% |
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