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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
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. AGCVX (65M). AGCVX (0.64) and SMCWX (0.63) have matching dividends . 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 : 21.65 vs. AGCVX (19.41). AGCVX return over 5 years is better than : 1.26 vs. SMCWX (-0.94).
| 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 | 12.311 | 14.750 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65M | 91.5B | 0% |
| Annual Yield % from dividends | 0.64 | 0.63 | 102% |
| Returns for 1 year | 19.41 | 21.65 | 90% |
| Returns for 3 years | 44.41 | 36.64 | 121% |
| Returns for 5 years | 1.26 | -0.94 | -134% |
| Returns for 10 years | 130.63 | 98.24 | 133% |
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