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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
Sep 20, 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 Hold.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 353B vs. CAFAX (94.5B). AGTHX pays higher dividends than CAFAX: AGTHX (0.25) vs CAFAX (0.00). AGTHX was incepted earlier than CAFAX: AGTHX (53 years) vs CAFAX (25 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 : -0.99 vs. CAFAX (-5.57). AGTHX return over 5 years is better than : 13.29 vs. CAFAX (-0.10).
| 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 | 25 years | - |
| Gain YTD | 8.824 | -3.036 | -291% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353B | 94.5B | 374% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -0.99 | -5.57 | 18% |
| Returns for 3 years | 44.72 | 26.23 | 171% |
| Returns for 5 years | 13.29 | -0.10 | -13,794% |
| Returns for 10 years | 105.48 | 69.70 | 151% |
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