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AGTHX vs OPTFX
AGTHX vs OPTFX Comparison
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AGTHX vs OPTFX Comparison Chart in %
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AGTHX vs. OPTFX commentary
Jul 14, 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 OPTFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 357B vs. OPTFX (6.28B). AGTHX pays higher dividends than OPTFX: AGTHX (0.25) vs OPTFX (0.00). AGTHX was incepted earlier than OPTFX: AGTHX (53 years) vs OPTFX (46 years). OPTFX (0.93) is less costly to investors than AGTHX (0.59). OPTFX is a more actively managed with annual turnover of: 63.00 vs. AGTHX (32.00). AGTHX (6%) and OPTFX (6%) have equivalent initial investment costs. AGTHX has a lower initial minimum investment than OPTFX: AGTHX (250) vs OPTFX (1000). OPTFX annual gain was more profitable for investors over the last year : 5.71 vs. AGTHX (4.41). AGTHX return over 5 years is better than : 16.31 vs. OPTFX (10.30).
| AGTHX | OPTFX | AGTHX / OPTFX | |
| Total Expense Ratio | 0.59 | 0.93 | 63% |
| Annual Report Gross Expense Ratio | 0.59 | 0.93 | 63% |
| Fund Existence | 53 years | 46 years | - |
| Gain YTD | 7.159 | 9.426 | 76% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 6.28B | 5,688% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 4.41 | 5.71 | 77% |
| Returns for 3 years | 39.68 | 54.21 | 73% |
| Returns for 5 years | 16.31 | 10.30 | 158% |
| Returns for 10 years | 103.85 | 77.59 | 134% |
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