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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. ALGAX (180M). AEPCX pays higher dividends than ALGAX: AEPCX (2.07) vs ALGAX (0.85). AEPCX was incepted earlier than ALGAX: AEPCX (26 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 : 3.15 vs. ALGAX (-1.73). AEPCX return over 5 years is better than : -8.48 vs. ALGAX (-13.74).
| AEPCX | ALGAX | AEPCX / ALGAX | |
| Total Expense Ratio | 1.58 | 1.25 | 126% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 6.041 | 10.965 | 55% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 180M | 77,778% |
| Annual Yield % from dividends | 2.07 | 0.85 | 244% |
| Returns for 1 year | 3.15 | -1.73 | -181% |
| Returns for 3 years | 24.32 | 29.34 | 83% |
| Returns for 5 years | -8.48 | -13.74 | 62% |
| Returns for 10 years | 40.12 | 76.06 | 53% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RLTY | 14.85 | 0.03 | +0.20% |
| Cohen & Steers Real Estate Opportunities and Income Fund | |||
| LOPP | 37.49 | N/A | N/A |
| Gabelli Love Our Planet & People ETF | |||
| FDRX | 22.20 | N/A | N/A |
| Founder-Led 2X Daily ETF | |||
| PZLV | 30.90 | N/A | N/A |
| Pzena U.S. Large Cap Value ETF | |||
| FPF | 17.03 | -0.09 | -0.53% |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & Income FUND | |||