AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
LIGYX
Price
$10.99
Change
+$0.10 (+0.92%)
Updated
Aug 21 closing price
Net Assets
25.24M
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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: 137B vs. LIGYX (25.2M). AEPCX pays higher dividends than LIGYX: AEPCX (2.13) vs LIGYX (0.62). AEPCX was incepted earlier than LIGYX: AEPCX (25 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 : 7.17 vs. LIGYX (-3.04). LIGYX return over 5 years is better than : 13.68 vs. AEPCX (-3.27).
AEPCXLIGYXAEPCX / LIGYX
Total Expense Ratio1.580.95166%
Annual Report Gross Expense Ratio1.581.6695%
Fund Existence25 years6 years-
Gain YTD7.184-4.154-173%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B25.2M543,651%
Annual Yield % from dividends2.130.62346%
Returns for 1 year7.17-3.04-236%
Returns for 3 years26.1027.8494%
Returns for 5 years-3.2713.68-24%
Returns for 10 years40.04N/A-
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