AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
ALGCX
Price
$16.41
Change
-$0.41 (-2.44%)
Updated
Jul 13 closing price
Net Assets
182.43M
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AEPCX vs ALGCX

AEPCX vs ALGCX Comparison Chart in %
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AEPCX vs. ALGCX commentary
Jul 14, 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 ALGCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. ALGCX (182M). AEPCX pays higher dividends than ALGCX: AEPCX (2.11) vs ALGCX (0.58). 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 : 4.09 vs. ALGCX (-1.63). AEPCX return over 5 years is better than : -9.69 vs. ALGCX (-14.97).
AEPCXALGCXAEPCX / ALGCX
Total Expense Ratio1.582.0876%
Annual Report Gross Expense Ratio1.582.0876%
Fund Existence25 years29 years-
Gain YTD1.86911.53816%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets141B182M77,473%
Annual Yield % from dividends2.110.58365%
Returns for 1 year4.09-1.63-252%
Returns for 3 years13.0716.6079%
Returns for 5 years-9.69-14.9765%
Returns for 10 years37.9055.0869%
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