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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 15, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. AGCVX (65.2M). 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 (18.03) and AGCVX (17.53) have marching annual gain over last year. AGCVX return over 5 years is better than : -3.18 vs. SMCWX (-4.39).
| 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 | 11.969 | 13.167 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 91.5B | 0% |
| Annual Yield % from dividends | 0.64 | 0.63 | 102% |
| Returns for 1 year | 17.53 | 18.03 | 97% |
| Returns for 3 years | 43.80 | 35.30 | 124% |
| Returns for 5 years | -3.18 | -4.39 | 72% |
| Returns for 10 years | 129.93 | 96.05 | 135% |
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