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AGTHX vs FOCKX
AGTHX vs FOCKX Comparison
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AGTHX vs FOCKX Comparison Chart in %
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AGTHX vs. FOCKX commentary
Jul 06, 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 Buy and FOCKX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 361B vs. FOCKX (45.7B). AGTHX pays higher dividends than FOCKX: AGTHX (0.25) vs FOCKX (0.00). AGTHX was incepted earlier than FOCKX: AGTHX (53 years) vs FOCKX (18 years). FOCKX (0.65) is less costly to investors than AGTHX (0.59). FOCKX is a more actively managed with annual turnover of: 53.00 vs. AGTHX (32.00). FOCKX has a lower initial minimum investment than AGTHX: FOCKX (0) vs AGTHX (250). FOCKX annual gain was more profitable for investors over the last year : 37.07 vs. AGTHX (6.18). FOCKX return over 5 years is better than : 49.77 vs. AGTHX (16.23).
| AGTHX | FOCKX | AGTHX / FOCKX | |
| Total Expense Ratio | 0.59 | 0.65 | 91% |
| Annual Report Gross Expense Ratio | 0.59 | 0.65 | 91% |
| Fund Existence | 53 years | 18 years | - |
| Gain YTD | 7.892 | 24.730 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361B | 45.7B | 790% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 6.18 | 37.07 | 17% |
| Returns for 3 years | 43.98 | 83.19 | 53% |
| Returns for 5 years | 16.23 | 49.77 | 33% |
| Returns for 10 years | 111.36 | 293.50 | 38% |
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