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AEPCX vs ALGCX
AEPCX vs ALGCX Comparison
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AEPCX vs ALGCX Comparison Chart in %
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AEPCX vs. ALGCX commentary
Aug 23, 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 ALGCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. ALGCX (184M). AEPCX pays higher dividends than ALGCX: AEPCX (2.13) vs ALGCX (0.60). AEPCX was incepted earlier than ALGCX: AEPCX (25 years) vs ALGCX (29 years). ALGCX (2.08) is less costly to investors than AEPCX (1.58). ALGCX is a more actively managed with annual turnover of: 92.29 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than ALGCX: AEPCX (250) vs ALGCX (1000). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. ALGCX (-1.04). AEPCX return over 5 years is better than : -3.27 vs. ALGCX (-16.65).
| AEPCX | ALGCX | AEPCX / ALGCX | |
| Total Expense Ratio | 1.58 | 2.08 | 76% |
| Annual Report Gross Expense Ratio | 1.58 | 2.08 | 76% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 7.184 | 12.069 | 60% |
| Front Load | N/A | N/A | - |
| 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 | 0.60 | 357% |
| Returns for 1 year | 7.17 | -1.04 | -688% |
| Returns for 3 years | 26.10 | 22.91 | 114% |
| Returns for 5 years | -3.27 | -16.65 | 20% |
| Returns for 10 years | 40.04 | 51.30 | 78% |
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