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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$60.14
Change+$0.14 (+0.23%)
VolumeN/A
Net Assets132.65B
Alger International Opportunities Z
Price$22.76
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets164.76M
AEPFX vs ALCZX Comparison Chart in %
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AEPFX vs. ALCZX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Buy and ALCZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. ALCZX (165M). AEPFX pays higher dividends than ALCZX: AEPFX (0.87) vs ALCZX (0.00). AEPFX was incepted earlier than ALCZX: AEPFX (17 years) vs ALCZX (15 years). ALCZX (0.99) is less costly to investors than AEPFX (0.58). ALCZX is a more actively managed with annual turnover of: 93.24 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than ALCZX: AEPFX (250) vs ALCZX (500000). ALCZX annual gain was more profitable for investors over the last year : 7.11 vs. AEPFX (2.25). ALCZX return over 5 years is better than : 27.73 vs. AEPFX (16.25).
| AEPFX | ALCZX | AEPFX / ALCZX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.99 | 59% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 12.285 | 17.403 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 165M | 80,606% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 2.25 | 7.11 | 32% |
| Returns for 3 years | 32.77 | 44.44 | 74% |
| Returns for 5 years | 16.25 | 27.73 | 59% |
| Returns for 10 years | 29.59 | 59.01 | 50% |
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