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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
Jul 08, 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 Hold and UMLGX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 361B vs. UMLGX (519M). 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 (0.91) is less costly to investors than AGTHX (0.59). UMLGX is a more actively managed with annual turnover of: 40.00 vs. AGTHX (32.00). AGTHX has a lower initial minimum investment than UMLGX: AGTHX (250) vs UMLGX (2000). AGTHX annual gain was more profitable for investors over the last year : 6.26 vs. UMLGX (-2.18). AGTHX return over 5 years is better than : 17.80 vs. UMLGX (-45.70).
| AGTHX | UMLGX | AGTHX / UMLGX | |
| Total Expense Ratio | 0.59 | 0.80 | 74% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 53 years | 29 years | - |
| Gain YTD | 9.023 | 8.215 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361B | 519M | 69,557% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 6.26 | -2.18 | -287% |
| Returns for 3 years | 47.32 | -9.69 | -488% |
| Returns for 5 years | 17.80 | -45.70 | -39% |
| Returns for 10 years | 110.94 | -52.10 | -213% |
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