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AEGFX vs ALCZX
AEGFX vs ALCZX Comparison
Open Charts AEGFX vs ALCZX
AEGFX vs ALCZX Comparison Chart in %
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AEGFX vs. ALCZX commentary
Jul 14, 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 AEGFX is a Hold and ALCZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. ALCZX (182M). AEGFX pays higher dividends than ALCZX: AEGFX (2.53) vs ALCZX (1.07). AEGFX was incepted earlier than ALCZX: AEGFX (25 years) vs ALCZX (16 years). ALCZX (14.79) is less costly to investors than AEGFX (0.86). ALCZX is a more actively managed with annual turnover of: 92.29 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than ALCZX: AEGFX (250) vs ALCZX (500000). AEGFX annual gain was more profitable for investors over the last year : 5.43 vs. ALCZX (2.88). ALCZX return over 5 years is better than : -3.53 vs. AEGFX (-5.92).
| AEGFX | ALCZX | AEGFX / ALCZX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 14.79 | 6% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 2.527 | 12.293 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 182M | 77,473% |
| Annual Yield % from dividends | 2.53 | 1.07 | 236% |
| Returns for 1 year | 5.43 | 2.88 | 189% |
| Returns for 3 years | 16.61 | 26.62 | 62% |
| Returns for 5 years | -5.92 | -3.53 | 168% |
| Returns for 10 years | 45.30 | 87.14 | 52% |
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