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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
Sep 18, 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: 1.33B vs. SRCMX (655M). ALCVX (3.67) and SRCMX (3.55) have matching dividends . 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 (21.00). SRCMX annual gain was more profitable for investors over the last year : -0.36 vs. ALCVX (-0.79). ALCVX return over 5 years is better than : 0.99 vs. SRCMX (-4.49).
| 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 | -2.340 | -1.813 | 129% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | N/A | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 655M | 202% |
| Annual Yield % from dividends | 3.67 | 3.55 | 104% |
| Returns for 1 year | -0.79 | -0.36 | 222% |
| Returns for 3 years | 8.42 | 8.21 | 103% |
| Returns for 5 years | 0.99 | -4.49 | -22% |
| Returns for 10 years | 13.59 | 12.48 | 109% |
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