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AGTHX vs LDVAX
AGTHX vs LDVAX Comparison
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AGTHX vs LDVAX Comparison Chart in %
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AGTHX vs. LDVAX commentary
Jul 26, 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 LDVAX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 357B vs. LDVAX (70.1M). AGTHX pays higher dividends than LDVAX: AGTHX (0.25) vs LDVAX (0.00). AGTHX was incepted earlier than LDVAX: AGTHX (53 years) vs LDVAX (12 years). LDVAX (1.96) is less costly to investors than AGTHX (0.59). LDVAX is a more actively managed with annual turnover of: 38.00 vs. AGTHX (32.00). AGTHX (6%) and LDVAX (6%) have equivalent initial investment costs. AGTHX has a lower initial minimum investment than LDVAX: AGTHX (250) vs LDVAX (2500). AGTHX annual gain was more profitable for investors over the last year : -0.41 vs. LDVAX (-21.22). AGTHX return over 5 years is better than : 11.07 vs. LDVAX (-33.42).
| AGTHX | LDVAX | AGTHX / LDVAX | |
| Total Expense Ratio | 0.59 | 1.76 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 1.96 | 30% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 3.803 | -17.549 | -22% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 70.1M | 509,272% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -0.41 | -21.22 | 2% |
| Returns for 3 years | 34.87 | 34.24 | 102% |
| Returns for 5 years | 11.07 | -33.42 | -33% |
| Returns for 10 years | 97.24 | 138.31 | 70% |
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