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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
Jun 04, 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: 137B vs. ALCZX (180M). AEGFX pays higher dividends than ALCZX: AEGFX (2.47) vs ALCZX (1.11). AEGFX was incepted earlier than ALCZX: AEGFX (25 years) vs ALCZX (15 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 (35.00). 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 : 14.75 vs. ALCZX (4.02). AEGFX return over 5 years is better than : -1.79 vs. ALCZX (-2.12).
| 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 | 15 years | - |
| Gain YTD | 11.553 | 10.829 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 180M | 76,111% |
| Annual Yield % from dividends | 2.47 | 1.11 | 223% |
| Returns for 1 year | 14.75 | 4.02 | 367% |
| Returns for 3 years | 32.06 | 32.75 | 98% |
| Returns for 5 years | -1.79 | -2.12 | 85% |
| Returns for 10 years | 59.74 | 82.21 | 73% |
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