AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
LCAGX
Price
$20.21
Change
+$0.16 (+0.80%)
Updated
Aug 21 closing price
Net Assets
7.82M
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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: 137B vs. LCAGX (7.82M). 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 : 27.19 vs. AEPCX (7.17). LCAGX return over 5 years is better than : 34.46 vs. AEPCX (-3.27).
AEPCXLCAGXAEPCX / LCAGX
Total Expense Ratio1.581.7093%
Annual Report Gross Expense Ratio1.588.4019%
Fund Existence25 years5 years-
Gain YTD7.18420.22636%
Front LoadN/AN/A-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets137B7.82M1,752,366%
Annual Yield % from dividends2.130.00-
Returns for 1 year7.1727.1926%
Returns for 3 years26.1070.9837%
Returns for 5 years-3.2734.46-9%
Returns for 10 years40.04N/A-
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