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AGTHX vs CAFAX
AGTHX vs CAFAX Comparison
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AGTHX vs CAFAX Comparison Chart in %
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AGTHX vs. CAFAX commentary
Jul 26, 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 AGTHX is a StrongBuy and CAFAX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 357B vs. CAFAX (94.9B). AGTHX pays higher dividends than CAFAX: AGTHX (0.25) vs CAFAX (0.00). AGTHX was incepted earlier than CAFAX: AGTHX (53 years) vs CAFAX (24 years). CAFAX (0.68) is less costly to investors than AGTHX (0.59). CAFAX is a more actively managed with annual turnover of: 36.00 vs. AGTHX (32.00). AGTHX initial investment is less costly to investors than CAFAX (4%) vs CAFAX (4%). AGTHX (250) and CAFAX (250) have matching initial minimum investment requirements. AGTHX annual gain was more profitable for investors over the last year : -0.41 vs. CAFAX (-3.99). AGTHX return over 5 years is better than : 11.07 vs. CAFAX (0.42).
| AGTHX | CAFAX | AGTHX / CAFAX | |
| Total Expense Ratio | 0.59 | 0.68 | 87% |
| Annual Report Gross Expense Ratio | 0.59 | 0.68 | 87% |
| Fund Existence | 53 years | 24 years | - |
| Gain YTD | 3.803 | -5.185 | -73% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 94.9B | 376% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -0.41 | -3.99 | 10% |
| Returns for 3 years | 34.87 | 18.96 | 184% |
| Returns for 5 years | 11.07 | 0.42 | 2,662% |
| Returns for 10 years | 97.24 | 66.00 | 147% |
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