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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
Sep 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 Buy and ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. ALCZX (180M). AEGFX pays higher dividends than ALCZX: AEGFX (2.48) vs ALCZX (1.09). AEGFX was incepted earlier than ALCZX: AEGFX (26 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 : 4.48 vs. ALCZX (-1.08). AEGFX return over 5 years is better than : -4.67 vs. ALCZX (-11.44).
| AEGFX | ALCZX | AEGFX / ALCZX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 14.79 | 6% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 6.848 | 11.220 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 180M | 77,778% |
| Annual Yield % from dividends | 2.48 | 1.09 | 226% |
| Returns for 1 year | 4.48 | -1.08 | -416% |
| Returns for 3 years | 28.19 | 31.47 | 90% |
| Returns for 5 years | -4.67 | -11.44 | 41% |
| Returns for 10 years | 47.63 | 84.72 | 56% |
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