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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
Jul 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. AGCWX (62.5M). SMCWX pays higher dividends than AGCWX: SMCWX (0.58) 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 : 13.26 vs. AGCWX (7.91). SMCWX return over 5 years is better than : -4.93 vs. AGCWX (-9.80).
| 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 | 6.911 | 12.266 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.5M | 91.5B | 0% |
| Annual Yield % from dividends | 0.19 | 0.58 | 34% |
| Returns for 1 year | 7.91 | 13.26 | 60% |
| Returns for 3 years | 34.59 | 34.20 | 101% |
| Returns for 5 years | -9.80 | -4.93 | 199% |
| Returns for 10 years | 103.04 | 89.61 | 115% |
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