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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
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 AEPCX is a StrongBuy and ALGAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. ALGAX (184M). AEPCX pays higher dividends than ALGAX: AEPCX (2.13) 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 : 7.17 vs. ALGAX (2.79). AEPCX return over 5 years is better than : -3.27 vs. ALGAX (-7.89).
| 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 | 7.184 | 12.734 | 56% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.13 | 0.86 | 249% |
| Returns for 1 year | 7.17 | 2.79 | 257% |
| Returns for 3 years | 26.10 | 31.25 | 84% |
| Returns for 5 years | -3.27 | -7.89 | 41% |
| Returns for 10 years | 40.04 | 74.07 | 54% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FFEM | 42.65 | 0.38 | +0.90% |
| Fidelity Fundamental Emerging Markets ETF | |||
| MFSI | 33.76 | 0.26 | +0.78% |
| MFS Active International ETF | |||
| GAA | 36.14 | 0.21 | +0.57% |
| Cambria Global Asset Allocation ETF | |||
| VDI | 36.92 | N/A | N/A |
| Virtus International Dividend ETF | |||
| OIA | 5.99 | -0.04 | -0.66% |
| INVESCO Municipal Income OPPORTUNITIES TRUST | |||