AEPCX
Price
$60.95
Change
+$0.54 (+0.89%)
Updated
Jun 18 closing price
Net Assets
143.2B
LIGYX
Price
$10.81
Change
+$0.08 (+0.75%)
Updated
Jun 18 closing price
Net Assets
24.56M
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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: 143B vs. LIGYX (24.6M). AEPCX pays higher dividends than LIGYX: AEPCX (2.06) vs LIGYX (0.60). 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 : 10.16 vs. LIGYX (-3.56). LIGYX return over 5 years is better than : 4.33 vs. AEPCX (-6.65).
AEPCXLIGYXAEPCX / LIGYX
Total Expense Ratio1.580.95166%
Annual Report Gross Expense Ratio1.581.6695%
Fund Existence25 years6 years-
Gain YTD4.570-6.421-71%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B24.6M581,301%
Annual Yield % from dividends2.060.60346%
Returns for 1 year10.16-3.56-286%
Returns for 3 years16.8516.56102%
Returns for 5 years-6.654.33-154%
Returns for 10 years48.30N/A-
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