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AGTHX vs CAFEX
AGTHX vs CAFEX Comparison
Open Charts AGTHX vs CAFEX
AGTHX vs CAFEX Comparison Chart in %
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AGTHX vs. CAFEX commentary
Jul 25, 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 CAFEX is a Hold.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 357B vs. CAFEX (94.9B). AGTHX pays higher dividends than CAFEX: AGTHX (0.25) vs CAFEX (0.00). AGTHX was incepted earlier than CAFEX: AGTHX (53 years) vs CAFEX (24 years). CAFEX (0.92) is less costly to investors than AGTHX (0.59). CAFEX is a more actively managed with annual turnover of: 36.00 vs. AGTHX (32.00). AGTHX (250) and CAFEX (250) have matching initial minimum investment requirements. AGTHX annual gain was more profitable for investors over the last year : 0.42 vs. CAFEX (-4.26). AGTHX return over 5 years is better than : 12.01 vs. CAFEX (-2.16).
| AGTHX | CAFEX | AGTHX / CAFEX | |
| Total Expense Ratio | 0.59 | 0.92 | 64% |
| Annual Report Gross Expense Ratio | 0.59 | 0.92 | 64% |
| Fund Existence | 53 years | 24 years | - |
| Gain YTD | 4.673 | -5.396 | -87% |
| Front Load | 6% | N/A | - |
| 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 | 0.42 | -4.26 | -10% |
| Returns for 3 years | 36.68 | 17.40 | 211% |
| Returns for 5 years | 12.01 | -2.16 | -555% |
| Returns for 10 years | 99.63 | 59.34 | 168% |
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