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ALCVX vs SRCMX
ALCVX vs SRCMX Comparison
Open Charts ALCVX vs SRCMX
ALCVX vs SRCMX Comparison Chart in %
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ALCVX vs. SRCMX commentary
Aug 26, 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 ALCVX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
ALCVX has more cash in the bank: 1.36B vs. SRCMX (675M). SRCMX pays higher dividends than ALCVX: SRCMX (3.56) vs ALCVX (3.37). ALCVX was incepted earlier than SRCMX: ALCVX (18 years) vs SRCMX (37 years). SRCMX (0.85) is less costly to investors than ALCVX (0.52). SRCMX is a more actively managed with annual turnover of: 52.20 vs. ALCVX (35.00). SRCMX annual gain was more profitable for investors over the last year : 4.67 vs. ALCVX (3.85). ALCVX return over 5 years is better than : 3.08 vs. SRCMX (-2.43).
| ALCVX | SRCMX | ALCVX / SRCMX | |
| Total Expense Ratio | 0.50 | 0.85 | 59% |
| Annual Report Gross Expense Ratio | 0.52 | 0.85 | 61% |
| Fund Existence | 18 years | 37 years | - |
| Gain YTD | -0.314 | 0.399 | -79% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | N/A | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 675M | 201% |
| Annual Yield % from dividends | 3.37 | 3.56 | 95% |
| Returns for 1 year | 3.85 | 4.67 | 82% |
| Returns for 3 years | 10.98 | 10.69 | 103% |
| Returns for 5 years | 3.08 | -2.43 | -127% |
| Returns for 10 years | 15.15 | 14.11 | 107% |
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