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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
Aug 24, 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 StrongBuy and ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. ALCZX (184M). AEGFX pays higher dividends than ALCZX: AEGFX (2.55) vs ALCZX (1.10). 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 : 8.55 vs. ALCZX (3.50). AEGFX return over 5 years is better than : 0.76 vs. ALCZX (-5.41).
| 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 | 7.962 | 12.976 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.55 | 1.10 | 231% |
| Returns for 1 year | 8.55 | 3.50 | 244% |
| Returns for 3 years | 30.02 | 33.47 | 90% |
| Returns for 5 years | 0.76 | -5.41 | -14% |
| Returns for 10 years | 47.56 | 82.66 | 58% |
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