AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
LIGYX
Price
$10.34
Change
-$0.04 (-0.39%)
Updated
Sep 11 closing price
Net Assets
23.68M
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AEPCX vs LIGYX

AEPCX vs LIGYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. LIGYX (23.7M). AEPCX pays higher dividends than LIGYX: AEPCX (2.07) vs LIGYX (0.60). AEPCX was incepted earlier than LIGYX: AEPCX (26 years) vs LIGYX (6 years). LIGYX (1.66) and AEPCX (1.58) have similar cost to investors . AEPCX is a more actively managed with annual turnover of: 50.00 vs. LIGYX (9.00). AEPCX has a lower initial minimum investment than LIGYX: AEPCX (250) vs LIGYX (100000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. LIGYX (-11.72). LIGYX return over 5 years is better than : 2.79 vs. AEPCX (-8.48).
AEPCXLIGYXAEPCX / LIGYX
Total Expense Ratio1.580.95166%
Annual Report Gross Expense Ratio1.581.6695%
Fund Existence26 years6 years-
Gain YTD6.041-9.823-62%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B23.7M590,717%
Annual Yield % from dividends2.070.60347%
Returns for 1 year3.15-11.72-27%
Returns for 3 years24.3220.01122%
Returns for 5 years-8.482.79-304%
Returns for 10 years40.12N/A-
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