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AEPCX vs LIGYX
AEPCX vs LIGYX Comparison
Open Charts AEPCX vs LIGYX
AEPCX vs LIGYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LIGYX (24.6M). AEPCX pays higher dividends than LIGYX: AEPCX (2.11) 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 : 4.09 vs. LIGYX (-5.94). LIGYX return over 5 years is better than : 2.97 vs. AEPCX (-9.69).
| AEPCX | LIGYX | AEPCX / LIGYX | |
| Total Expense Ratio | 1.58 | 0.95 | 166% |
| Annual Report Gross Expense Ratio | 1.58 | 1.66 | 95% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 1.869 | -8.078 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 24.6M | 573,171% |
| Annual Yield % from dividends | 2.11 | 0.62 | 343% |
| Returns for 1 year | 4.09 | -5.94 | -69% |
| Returns for 3 years | 13.07 | 13.77 | 95% |
| Returns for 5 years | -9.69 | 2.97 | -326% |
| Returns for 10 years | 37.90 | N/A | - |
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