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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$60.54
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets133.44B
Alger International Opportunities Z
Price$22.12
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets160.61M
AEPFX vs ALCZX Comparison Chart
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AEPFX vs. ALCZX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. ALCZX (161M). AEPFX pays higher dividends than ALCZX: AEPFX (1.27) vs ALCZX (0.00). AEPFX was incepted earlier than ALCZX: AEPFX (17 years) vs ALCZX (14 years). ALCZX (0.99) is less costly to investors than AEPFX (0.57). ALCZX is a more actively managed with annual turnover of: 93.24 vs. AEPFX (30.00). 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 : 8.30 vs. AEPFX (3.27). ALCZX return over 5 years is better than : 34.59 vs. AEPFX (21.40).
| AEPFX | ALCZX | AEPFX / ALCZX | |
| Total Expense Ratio | 0.57 | 0.87 | 66% |
| Annual Report Gross Expense Ratio | 0.57 | 0.99 | 58% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 12.995 | 14.494 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 161M | 82,609% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | 3.27 | 8.30 | 39% |
| Returns for 3 years | 19.33 | 24.99 | 77% |
| Returns for 5 years | 21.40 | 34.59 | 62% |
| Returns for 10 years | 32.62 | 53.60 | 61% |
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