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AGCWX vs SMCWX
AGCWX vs SMCWX Comparison
Open Charts AGCWX vs SMCWX
AGCWX vs SMCWX Comparison Chart in %
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AGCWX vs. SMCWX commentary
Jun 04, 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 AGCWX is a Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. AGCWX (65.3M). SMCWX pays higher dividends than AGCWX: SMCWX (0.63) vs AGCWX (0.19). AGCWX was incepted earlier than SMCWX: AGCWX (10 years) vs SMCWX (36 years). AGCWX (1.61) is less costly to investors than SMCWX (1.03). AGCWX is a more actively managed with annual turnover of: 140.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than AGCWX: SMCWX (250) vs AGCWX (2500). SMCWX annual gain was more profitable for investors over the last year : 20.50 vs. AGCWX (19.34). SMCWX return over 5 years is better than : -2.89 vs. AGCWX (-4.77).
| AGCWX | SMCWX | AGCWX / SMCWX | |
| Total Expense Ratio | 1.61 | 1.03 | 156% |
| Annual Report Gross Expense Ratio | 1.61 | 1.03 | 156% |
| Fund Existence | 10 years | 36 years | - |
| Gain YTD | 11.636 | 12.075 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 88.9B | 0% |
| Annual Yield % from dividends | 0.19 | 0.63 | 31% |
| Returns for 1 year | 19.34 | 20.50 | 94% |
| Returns for 3 years | 45.40 | 37.36 | 122% |
| Returns for 5 years | -4.77 | -2.89 | 165% |
| Returns for 10 years | 111.61 | 88.69 | 126% |
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