Interact to see
Advertisement
Advertisement
AGCVX vs SMCWX
AGCVX vs SMCWX Comparison
Open Charts AGCVX vs SMCWX
AGCVX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGCVX vs. SMCWX commentary
Aug 03, 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 Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. AGCVX (59.8M). AGCVX pays higher dividends than SMCWX: AGCVX (0.69) vs SMCWX (0.61). 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 : 12.78 vs. AGCVX (7.43). SMCWX return over 5 years is better than : -6.79 vs. AGCVX (-10.96).
| 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 | 3.859 | 10.342 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 94.3B | 0% |
| Annual Yield % from dividends | 0.69 | 0.61 | 113% |
| Returns for 1 year | 7.43 | 12.78 | 58% |
| Returns for 3 years | 28.45 | 27.52 | 103% |
| Returns for 5 years | -10.96 | -6.79 | 161% |
| Returns for 10 years | 103.78 | 81.21 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers