AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
LIGCX
Price
$10.20
Change
-$0.15 (-1.45%)
Updated
Jul 31 closing price
Net Assets
24.2M
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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: 141B vs. LIGCX (24.2M). 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 : 6.78 vs. LIGCX (-5.53). LIGCX return over 5 years is better than : 3.18 vs. AEPCX (-7.30).
AEPCXLIGCXAEPCX / LIGCX
Total Expense Ratio1.581.9581%
Annual Report Gross Expense Ratio1.582.6360%
Fund Existence25 years6 years-
Gain YTD3.168-8.735-36%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets141B24.2M582,645%
Annual Yield % from dividends2.130.111,893%
Returns for 1 year6.78-5.53-123%
Returns for 3 years14.709.25159%
Returns for 5 years-7.303.18-230%
Returns for 10 years38.82N/A-
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