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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
Sep 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 Buy and ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. ALCZX (180M). AEPFX pays higher dividends than ALCZX: AEPFX (2.64) vs ALCZX (1.09). 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 : 4.84 vs. ALCZX (-1.08). AEPFX return over 5 years is better than : -2.16 vs. ALCZX (-11.44).
| 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 | 7.092 | 11.220 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 180M | 77,778% |
| Annual Yield % from dividends | 2.64 | 1.09 | 242% |
| Returns for 1 year | 4.84 | -1.08 | -450% |
| Returns for 3 years | 29.39 | 31.47 | 93% |
| Returns for 5 years | -2.16 | -11.44 | 19% |
| Returns for 10 years | 56.42 | 84.72 | 67% |
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