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
Jul 14, 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: 141B vs. ALCZX (182M). AEPFX pays higher dividends than ALCZX: AEPFX (2.70) vs ALCZX (1.07). 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 : 5.78 vs. ALCZX (2.88). AEPFX (-3.46) and ALCZX (-3.53) have equivalent 5 years return.
| 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 | 2.701 | 12.293 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 182M | 77,473% |
| Annual Yield % from dividends | 2.70 | 1.07 | 252% |
| Returns for 1 year | 5.78 | 2.88 | 201% |
| Returns for 3 years | 17.67 | 26.62 | 66% |
| Returns for 5 years | -3.46 | -3.53 | 98% |
| Returns for 10 years | 53.95 | 87.14 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers