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AGTHX vs LDVIX
AGTHX vs LDVIX Comparison
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AGTHX vs LDVIX Comparison Chart in %
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AGTHX vs. LDVIX commentary
Sep 12, 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 LDVIX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 353B vs. LDVIX (74.5M). AGTHX pays higher dividends than LDVIX: AGTHX (0.25) 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 : 0.18 vs. LDVIX (-12.22). AGTHX return over 5 years is better than : 13.61 vs. LDVIX (-24.05).
| 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 | 9.085 | -6.361 | -143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353B | 74.5M | 473,826% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 0.18 | -12.22 | -1% |
| Returns for 3 years | 43.29 | 56.45 | 77% |
| Returns for 5 years | 13.61 | -24.05 | -57% |
| Returns for 10 years | 107.66 | 171.02 | 63% |
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