Interact to see
Advertisement
Advertisement
AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
AEPFX vs ALCZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. ALCZX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. ALCZX (187M). AEPFX pays higher dividends than ALCZX: AEPFX (2.64) vs ALCZX (1.11). AEPFX was incepted earlier than ALCZX: AEPFX (18 years) vs ALCZX (15 years). ALCZX (14.79) is less costly to investors than AEPFX (0.59). ALCZX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than ALCZX: AEPFX (250) vs ALCZX (500000). AEPFX annual gain was more profitable for investors over the last year : 10.87 vs. ALCZX (8.63). ALCZX return over 5 years is better than : 0.06 vs. AEPFX (-3.20).
| AEPFX | ALCZX | AEPFX / ALCZX | |
| Total Expense Ratio | 0.59 | 0.85 | 69% |
| Annual Report Gross Expense Ratio | 0.59 | 14.79 | 4% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 4.076 | 15.220 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 187M | 76,471% |
| Annual Yield % from dividends | 2.64 | 1.11 | 238% |
| Returns for 1 year | 10.87 | 8.63 | 126% |
| Returns for 3 years | 24.32 | 37.93 | 64% |
| Returns for 5 years | -3.20 | 0.06 | -5,389% |
| Returns for 10 years | 66.65 | 103.42 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ZTOP | 51.59 | -0.08 | -0.15% |
| F/m High Yield 100 ETF | |||
| UFIV | 48.19 | -0.11 | -0.23% |
| F/m US Treasury 5 Year Note ETF | |||
| FICS | 41.41 | -0.11 | -0.28% |
| First Trust Intl Developed Cap Strth ETF | |||
| IAUM | 41.76 | -0.26 | -0.62% |
| iShares® Gold Trust Micro | |||
| GEMG | 9.97 | -0.64 | -6.06% |
| Leverage Shares 2X Long GEMI Daily ETF | |||