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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
Jun 19, 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: 1.35B vs. SRCMX (683M). ALCVX (3.59) and SRCMX (3.48) 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 (35.00). SRCMX (6.06) and ALCVX (5.86) have marching annual gain over last year. ALCVX return over 5 years is better than : 4.92 vs. SRCMX (-0.96).
| 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 | 1.025 | 1.440 | 71% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | N/A | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 683M | 198% |
| Annual Yield % from dividends | 3.59 | 3.48 | 103% |
| Returns for 1 year | 5.86 | 6.06 | 97% |
| Returns for 3 years | 11.45 | 11.10 | 103% |
| Returns for 5 years | 4.92 | -0.96 | -512% |
| Returns for 10 years | 16.90 | 15.91 | 106% |
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