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AGTHX vs ESERX
AGTHX vs ESERX Comparison
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AGTHX vs ESERX Comparison Chart in %
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AGTHX vs. ESERX commentary
Sep 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 AGTHX is a StrongBuy and ESERX is a Hold.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 353B vs. ESERX (232M). AGTHX pays higher dividends than ESERX: AGTHX (0.25) vs ESERX (0.00). AGTHX was incepted earlier than ESERX: AGTHX (53 years) vs ESERX (10 years). ESERX (0.76) is less costly to investors than AGTHX (0.59). AGTHX is a more actively managed with annual turnover of: 32.00 vs. ESERX (12.00). AGTHX has a lower initial minimum investment than ESERX: AGTHX (250) vs ESERX (5000000). AGTHX annual gain was more profitable for investors over the last year : 1.60 vs. ESERX (-22.92). AGTHX return over 5 years is better than : 14.10 vs. ESERX (-21.12).
| AGTHX | ESERX | AGTHX / ESERX | |
| Total Expense Ratio | 0.59 | 0.75 | 79% |
| Annual Report Gross Expense Ratio | 0.59 | 0.76 | 78% |
| Fund Existence | 53 years | 10 years | - |
| Gain YTD | 9.558 | -6.648 | -144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353B | 232M | 152,155% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 1.60 | -22.92 | -7% |
| Returns for 3 years | 44.28 | -12.44 | -356% |
| Returns for 5 years | 14.10 | -21.12 | -67% |
| Returns for 10 years | 108.12 | N/A | - |
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