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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$61.24
Change+$0.74 (+1.22%)
VolumeN/A
Net Assets132.4B
Alger International Opportunities Z
Price$22.94
Change+$0.21 (+0.92%)
VolumeN/A
Net Assets168M
AEPFX vs ALCZX Comparison Chart in %
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AEPFX vs. ALCZX commentary
Aug 08, 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 Hold and ALCZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 132B vs. ALCZX (168M). AEPFX pays higher dividends than ALCZX: AEPFX (0.88) 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 : 16.21 vs. AEPFX (13.19). ALCZX return over 5 years is better than : 24.19 vs. AEPFX (14.89).
| 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 | 14.339 | 18.078 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 168M | 78,571% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | 13.19 | 16.21 | 81% |
| Returns for 3 years | 26.81 | 29.71 | 90% |
| Returns for 5 years | 14.89 | 24.19 | 62% |
| Returns for 10 years | 33.39 | 61.67 | 54% |
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