Interact to see
Advertisement
Advertisement
AGTHX vs LDVIX
AGTHX vs LDVIX Comparison
Open Charts AGTHX vs LDVIX
AGTHX vs LDVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGTHX vs. LDVIX commentary
Aug 03, 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 LDVIX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 357B vs. LDVIX (73.3M). AGTHX pays higher dividends than LDVIX: AGTHX (0.26) vs LDVIX (0.00). AGTHX was incepted earlier than LDVIX: AGTHX (53 years) vs LDVIX (12 years). LDVIX (1.71) is less costly to investors than AGTHX (0.59). LDVIX is a more actively managed with annual turnover of: 38.00 vs. AGTHX (32.00). AGTHX has a lower initial minimum investment than LDVIX: AGTHX (250) vs LDVIX (5000). AGTHX annual gain was more profitable for investors over the last year : 1.64 vs. LDVIX (-16.67). AGTHX return over 5 years is better than : 13.69 vs. LDVIX (-26.97).
| AGTHX | LDVIX | AGTHX / LDVIX | |
| Total Expense Ratio | 0.59 | 1.51 | 39% |
| Annual Report Gross Expense Ratio | 0.59 | 1.71 | 35% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 5.605 | -12.965 | -43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 73.3M | 487,040% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 1.64 | -16.67 | -10% |
| Returns for 3 years | 36.13 | 40.04 | 90% |
| Returns for 5 years | 13.69 | -26.97 | -51% |
| Returns for 10 years | 100.57 | 152.14 | 66% |
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 % |
| BAFAX | 45.58 | 0.66 | +1.47% |
| Brown Advisory Flexible Equity Adv | |||
| FFNAX | 14.86 | 0.02 | +0.13% |
| Fidelity Advisor Asset Manager 40% A | |||
| MCSDX | 38.47 | -0.14 | -0.36% |
| NYLI WMC Enduring Capital Class R6 | |||
| GACCX | 31.80 | -0.14 | -0.44% |
| Gabelli Global Rising Income and Div C | |||
| MRICX | 27.31 | -0.16 | -0.58% |
| MFS Research International C | |||