AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
LIGGX
Price
$10.29
Change
-$0.04 (-0.39%)
Updated
Sep 11 closing price
Net Assets
23.68M
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AEPCX vs LIGGX

AEPCX vs LIGGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. LIGGX (23.7M). AEPCX pays higher dividends than LIGGX: AEPCX (2.07) vs LIGGX (0.38). AEPCX was incepted earlier than LIGGX: AEPCX (26 years) vs LIGGX (6 years). LIGGX (1.91) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 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 : 3.15 vs. LIGGX (-11.95). LIGGX return over 5 years is better than : 1.63 vs. AEPCX (-8.48).
AEPCXLIGGXAEPCX / LIGGX
Total Expense Ratio1.581.20132%
Annual Report Gross Expense Ratio1.581.9183%
Fund Existence26 years6 years-
Gain YTD6.041-10.023-60%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets140B23.7M590,717%
Annual Yield % from dividends2.070.38551%
Returns for 1 year3.15-11.95-26%
Returns for 3 years24.3219.15127%
Returns for 5 years-8.481.63-519%
Returns for 10 years40.12N/A-
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