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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
AEPFX vs ALCZX Comparison Chart in %
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AEPFX vs. ALCZX commentary
Aug 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 StrongBuy and ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. ALCZX (184M). AEPFX pays higher dividends than ALCZX: AEPFX (2.72) vs ALCZX (1.10). AEPFX was incepted earlier than ALCZX: AEPFX (18 years) vs ALCZX (16 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 : 8.91 vs. ALCZX (3.50). AEPFX return over 5 years is better than : 3.40 vs. ALCZX (-5.41).
| 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 | 16 years | - |
| Gain YTD | 8.169 | 12.976 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.72 | 1.10 | 247% |
| Returns for 1 year | 8.91 | 3.50 | 254% |
| Returns for 3 years | 31.21 | 33.47 | 93% |
| Returns for 5 years | 3.40 | -5.41 | -63% |
| Returns for 10 years | 56.30 | 82.66 | 68% |
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