Interact to see
Advertisement
Advertisement
AGTHX vs LDVAX
AGTHX vs LDVAX Comparison
Open Charts AGTHX vs LDVAX
AGTHX vs LDVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGTHX vs. LDVAX commentary
Aug 17, 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: 342B vs. LDVAX (79.4M). AGTHX pays higher dividends than LDVAX: AGTHX (0.26) 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 : 4.79 vs. LDVAX (-8.02). AGTHX return over 5 years is better than : 17.73 vs. LDVAX (-21.40).
| 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 | 10.614 | -4.227 | -251% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342B | 79.4M | 430,730% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 4.79 | -8.02 | -60% |
| Returns for 3 years | 47.49 | 67.14 | 71% |
| Returns for 5 years | 17.73 | -21.40 | -83% |
| Returns for 10 years | 106.00 | 164.55 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSVAX | 20.48 | 0.14 | +0.69% |
| Loomis Sayles Small Cap Value Admin | |||
| BCVCX | 43.63 | 0.16 | +0.37% |
| Sterling Capital Behav Lg Cp Val Eq C | |||
| AADEX | 31.12 | 0.02 | +0.06% |
| American Beacon Large Cap Value R5 | |||
| GQGRX | 18.73 | -0.02 | -0.11% |
| GQG Partners Emerging Markets Equity R6 | |||
| MIFOX | 31.14 | -0.04 | -0.13% |
| Marsico Focus Institutional | |||