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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. ALCZX (180M). 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 (0.58). ALCZX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (35.00). 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 : 15.11 vs. ALCZX (4.02). AEPFX return over 5 years is better than : 0.76 vs. ALCZX (-2.12).
| AEPFX | ALCZX | AEPFX / ALCZX | |
| Total Expense Ratio | 0.58 | 0.85 | 68% |
| Annual Report Gross Expense Ratio | 0.58 | 14.79 | 4% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 11.682 | 10.829 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 180M | 76,111% |
| Annual Yield % from dividends | 2.64 | 1.11 | 238% |
| Returns for 1 year | 15.11 | 4.02 | 376% |
| Returns for 3 years | 33.24 | 32.75 | 101% |
| Returns for 5 years | 0.76 | -2.12 | -36% |
| Returns for 10 years | 69.19 | 82.21 | 84% |
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