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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: 143B vs. LIGGX (24.4M). AEPCX pays higher dividends than LIGGX: AEPCX (2.06) vs LIGGX (0.37). AEPCX was incepted earlier than LIGGX: AEPCX (25 years) vs LIGGX (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 : 9.08 vs. LIGGX (-3.46). LIGGX return over 5 years is better than : 2.40 vs. AEPCX (-9.45).
| AEPCX | LIGGX | AEPCX / LIGGX | |
| Total Expense Ratio | 1.58 | 1.20 | 132% |
| Annual Report Gross Expense Ratio | 1.58 | 1.91 | 83% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 3.272 | -7.575 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 24.4M | 586,066% |
| Annual Yield % from dividends | 2.06 | 0.37 | 551% |
| Returns for 1 year | 9.08 | -3.46 | -262% |
| Returns for 3 years | 19.46 | 17.55 | 111% |
| Returns for 5 years | -9.45 | 2.40 | -394% |
| Returns for 10 years | 49.26 | N/A | - |
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