Interact to see
Advertisement
Advertisement
AGTHX vs CAFAX
AGTHX vs CAFAX Comparison
Open Charts AGTHX vs CAFAX
AGTHX vs CAFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGTHX vs. CAFAX commentary
Jun 29, 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 Hold and CAFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 361B vs. CAFAX (97.1B). 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 : 6.21 vs. CAFAX (0.68). AGTHX return over 5 years is better than : 16.33 vs. CAFAX (3.47).
| 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 | 6.774 | -4.343 | -156% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361B | 97.1B | 372% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 6.21 | 0.68 | 918% |
| Returns for 3 years | 45.00 | 24.95 | 180% |
| Returns for 5 years | 16.33 | 3.47 | 470% |
| Returns for 10 years | 115.76 | 76.67 | 151% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIPIX | 93.88 | 3.54 | +3.92% |
| ProFunds Biotechnology UltraSector Inv | |||
| MXISX | 15.88 | 0.14 | +0.89% |
| Empower S&P SmallCap 600® Index Inv | |||
| SAGYX | 133.03 | 0.72 | +0.54% |
| ClearBridge Growth I | |||
| WPSGX | 48.22 | 0.21 | +0.44% |
| AB Concentrated Growth Advisor | |||
| CNWFX | 104.81 | -0.84 | -0.80% |
| American Funds New World 529F | |||