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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 03, 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 Buy and ALGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. ALGAX (180M). 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 : 6.78 vs. ALGAX (1.23). AEPCX return over 5 years is better than : -7.30 vs. ALGAX (-8.28).
| 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 | 3.168 | 10.409 | 30% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 180M | 78,333% |
| Annual Yield % from dividends | 2.13 | 0.86 | 249% |
| Returns for 1 year | 6.78 | 1.23 | 552% |
| Returns for 3 years | 14.70 | 21.87 | 67% |
| Returns for 5 years | -7.30 | -8.28 | 88% |
| Returns for 10 years | 38.82 | 74.22 | 52% |
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