Interact to see
Advertisement
Advertisement
AEPCX vs ALGAX
AEPCX vs ALGAX Comparison
Open Charts AEPCX vs ALGAX
AEPCX vs ALGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. ALGAX commentary
Jun 29, 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: 143B vs. ALGAX (180M). AEPCX pays higher dividends than ALGAX: AEPCX (2.06) vs ALGAX (0.86). AEPCX was incepted earlier than ALGAX: AEPCX (25 years) vs ALGAX (30 years). AEPCX (1.58) is less costly to investors than ALGAX (1.25). ALGAX is a more actively managed with annual turnover of: 92.29 vs. AEPCX (50.00). 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 : 5.72 vs. ALGAX (1.00). ALGAX return over 5 years is better than : -6.97 vs. AEPCX (-10.14).
| AEPCX | ALGAX | AEPCX / ALGAX | |
| Total Expense Ratio | 1.58 | 1.25 | 126% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 2.804 | 11.521 | 24% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 180M | 79,444% |
| Annual Yield % from dividends | 2.06 | 0.86 | 240% |
| Returns for 1 year | 5.72 | 1.00 | 574% |
| Returns for 3 years | 18.21 | 31.06 | 59% |
| Returns for 5 years | -10.14 | -6.97 | 145% |
| Returns for 10 years | 48.91 | 87.25 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USLYX | 52.20 | 0.54 | +1.05% |
| JHancock U.S. Global Leaders Growth R2 | |||
| SNOAX | 39.34 | 0.23 | +0.59% |
| Easterly Snow Long/Short Opportunity A | |||
| DEVIX | 81.97 | -0.02 | -0.02% |
| Nomura Small Cap Value Institutional | |||
| LRSTX | 23.90 | -0.01 | -0.04% |
| Lord Abbett Small Cap Value R5 | |||
| FAGOX | 226.26 | -2.40 | -1.05% |
| Fidelity Advisor Growth Opps M | |||