AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
LCAGX
Price
$19.63
Change
+$0.08 (+0.41%)
Updated
Jul 31 closing price
Net Assets
6.6M
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AEPCX vs LCAGX

AEPCX vs LCAGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LCAGX (6.6M). AEPCX pays higher dividends than LCAGX: AEPCX (2.13) vs LCAGX (0.00). AEPCX was incepted earlier than LCAGX: AEPCX (25 years) vs LCAGX (5 years). LCAGX (8.40) is less costly to investors than AEPCX (1.58). LCAGX is a more actively managed with annual turnover of: 125.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than LCAGX: AEPCX (250) vs LCAGX (1500). LCAGX annual gain was more profitable for investors over the last year : 25.51 vs. AEPCX (6.78). LCAGX return over 5 years is better than : 29.91 vs. AEPCX (-7.30).
AEPCXLCAGXAEPCX / LCAGX
Total Expense Ratio1.581.7093%
Annual Report Gross Expense Ratio1.588.4019%
Fund Existence25 years5 years-
Gain YTD3.16816.77619%
Front LoadN/AN/A-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets141B6.6M2,136,040%
Annual Yield % from dividends2.130.00-
Returns for 1 year6.7825.5127%
Returns for 3 years14.7057.9225%
Returns for 5 years-7.3029.91-24%
Returns for 10 years38.82N/A-
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