AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
LIGGX
Price
$10.94
Change
+$0.10 (+0.92%)
Updated
Aug 21 closing price
Net Assets
25.24M
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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: 137B vs. LIGGX (25.2M). AEPCX pays higher dividends than LIGGX: AEPCX (2.13) vs LIGGX (0.39). 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 : 7.17 vs. LIGGX (-3.34). LIGGX return over 5 years is better than : 12.44 vs. AEPCX (-3.27).
AEPCXLIGGXAEPCX / LIGGX
Total Expense Ratio1.581.20132%
Annual Report Gross Expense Ratio1.581.9183%
Fund Existence25 years6 years-
Gain YTD7.184-4.340-166%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B25.2M543,651%
Annual Yield % from dividends2.130.39551%
Returns for 1 year7.17-3.34-215%
Returns for 3 years26.1026.8297%
Returns for 5 years-3.2712.44-26%
Returns for 10 years40.04N/A-
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