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AEPCX vs LIGGX
AEPCX vs LIGGX Comparison
Open Charts AEPCX vs LIGGX
AEPCX vs LIGGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. LIGGX (25.4M). AEPCX pays higher dividends than LIGGX: AEPCX (2.06) vs LIGGX (0.37). AEPCX was incepted earlier than LIGGX: AEPCX (25 years) vs LIGGX (5 years). LIGGX (1.91) is less costly to investors than AEPCX (1.57). AEPCX is a more actively managed with annual turnover of: 35.00 vs. LIGGX (9.00). AEPCX has a lower initial minimum investment than LIGGX: AEPCX (250) vs LIGGX (2500). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. LIGGX (-1.24). LIGGX return over 5 years is better than : 6.64 vs. AEPCX (-5.59).
| AEPCX | LIGGX | AEPCX / LIGGX | |
| Total Expense Ratio | 1.57 | 1.20 | 131% |
| Annual Report Gross Expense Ratio | 1.57 | 1.91 | 82% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 11.217 | -3.290 | -341% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 25.4M | 539,370% |
| Annual Yield % from dividends | 2.06 | 0.37 | 551% |
| Returns for 1 year | 13.48 | -1.24 | -1,091% |
| Returns for 3 years | 28.39 | 24.51 | 116% |
| Returns for 5 years | -5.59 | 6.64 | -84% |
| Returns for 10 years | 51.98 | N/A | - |
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