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AGTHX vs UMLGX
AGTHX vs UMLGX Comparison
Open Charts AGTHX vs UMLGX
AGTHX vs UMLGX Comparison Chart in %
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AGTHX vs. UMLGX commentary
Sep 15, 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 UMLGX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 353B vs. UMLGX (497M). AGTHX pays higher dividends than UMLGX: AGTHX (0.25) vs UMLGX (0.00). AGTHX was incepted earlier than UMLGX: AGTHX (53 years) vs UMLGX (29 years). UMLGX (0.92) is less costly to investors than AGTHX (0.59). UMLGX is a more actively managed with annual turnover of: 39.00 vs. AGTHX (32.00). AGTHX has a lower initial minimum investment than UMLGX: AGTHX (250) vs UMLGX (2000). UMLGX annual gain was more profitable for investors over the last year : 0.26 vs. AGTHX (-0.30). AGTHX return over 5 years is better than : 12.37 vs. UMLGX (-45.18).
| AGTHX | UMLGX | AGTHX / UMLGX | |
| Total Expense Ratio | 0.59 | 0.76 | 78% |
| Annual Report Gross Expense Ratio | 0.59 | 0.92 | 64% |
| Fund Existence | 53 years | 29 years | - |
| Gain YTD | 8.377 | 10.340 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353B | 497M | 71,026% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -0.30 | 0.26 | -116% |
| Returns for 3 years | 43.35 | -7.70 | -563% |
| Returns for 5 years | 12.37 | -45.18 | -27% |
| Returns for 10 years | 104.45 | -53.19 | -196% |
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