AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
LIGCX
Price
$10.65
Change
+$0.10 (+0.95%)
Updated
Aug 21 closing price
Net Assets
25.24M
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AEPCX vs LIGCX

AEPCX vs LIGCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. LIGCX (25.2M). AEPCX pays higher dividends than LIGCX: AEPCX (2.13) vs LIGCX (0.11). AEPCX was incepted earlier than LIGCX: AEPCX (25 years) vs LIGCX (6 years). LIGCX (2.63) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. LIGCX (9.00). AEPCX has a lower initial minimum investment than LIGCX: AEPCX (250) vs LIGCX (2500). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. LIGCX (-4.02). LIGCX return over 5 years is better than : 8.72 vs. AEPCX (-3.27).
AEPCXLIGCXAEPCX / LIGCX
Total Expense Ratio1.581.9581%
Annual Report Gross Expense Ratio1.582.6360%
Fund Existence25 years6 years-
Gain YTD7.184-4.709-153%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B25.2M543,651%
Annual Yield % from dividends2.130.111,893%
Returns for 1 year7.17-4.02-178%
Returns for 3 years26.1024.02109%
Returns for 5 years-3.278.72-38%
Returns for 10 years40.04N/A-
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