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AEPCX vs ALGAX
AEPCX vs ALGAX Comparison
Open Charts AEPCX vs ALGAX
AEPCX vs ALGAX Comparison Chart in %
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AEPCX vs. ALGAX 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 AEPCX is a Hold and ALGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. ALGAX (179M). AEPCX pays higher dividends than ALGAX: AEPCX (2.06) vs ALGAX (0.86). AEPCX was incepted earlier than ALGAX: AEPCX (25 years) vs ALGAX (29 years). AEPCX (1.57) is less costly to investors than ALGAX (1.25). ALGAX is a more actively managed with annual turnover of: 92.29 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than ALGAX: AEPCX (250) vs ALGAX (1000). AEPCX annual gain was more profitable for investors over the last year : 14.54 vs. ALGAX (4.04). ALGAX (-5.64) and AEPCX (-5.70) have equivalent 5 years return.
| AEPCX | ALGAX | AEPCX / ALGAX | |
| Total Expense Ratio | 1.57 | 1.25 | 126% |
| Annual Report Gross Expense Ratio | 1.57 | 1.25 | 126% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 11.805 | 10.662 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 179M | 76,536% |
| Annual Yield % from dividends | 2.06 | 0.86 | 240% |
| Returns for 1 year | 14.54 | 4.04 | 360% |
| Returns for 3 years | 29.07 | 30.51 | 95% |
| Returns for 5 years | -5.70 | -5.64 | 101% |
| Returns for 10 years | 52.79 | 73.55 | 72% |
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