Interact to see
Advertisement
Advertisement
AEPFX vs ALGAX
AEPFX vs ALGAX Comparison
Open Charts AEPFX vs ALGAX
AEPFX vs ALGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. ALGAX commentary
Aug 03, 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 ALGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. ALGAX (180M). AEPFX pays higher dividends than ALGAX: AEPFX (2.72) vs ALGAX (0.86). AEPFX was incepted earlier than ALGAX: AEPFX (18 years) vs ALGAX (30 years). ALGAX (1.25) is less costly to investors than AEPFX (0.59). ALGAX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than ALGAX: AEPFX (250) vs ALGAX (1000). AEPFX annual gain was more profitable for investors over the last year : 8.51 vs. ALGAX (1.23). AEPFX return over 5 years is better than : -0.90 vs. ALGAX (-8.28).
| AEPFX | ALGAX | AEPFX / ALGAX | |
| Total Expense Ratio | 0.59 | 1.25 | 47% |
| Annual Report Gross Expense Ratio | 0.59 | 1.25 | 47% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 4.060 | 10.409 | 39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 180M | 78,333% |
| Annual Yield % from dividends | 2.72 | 0.86 | 317% |
| Returns for 1 year | 8.51 | 1.23 | 693% |
| Returns for 3 years | 19.36 | 21.87 | 89% |
| Returns for 5 years | -0.90 | -8.28 | 11% |
| Returns for 10 years | 54.97 | 74.22 | 74% |
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 % |
| KBAB | 8.56 | 0.82 | +10.58% |
| KraneShares 2x Long BABA Daily ETF | |||
| PSCM | 96.21 | 0.37 | +0.39% |
| Invesco S&P SmallCap Materials ETF | |||
| HYXF | 46.37 | -0.07 | -0.15% |
| iShares ESG Advanced Hi Yld Corp Bd ETF | |||
| FTXR | 44.24 | -0.22 | -0.49% |
| First Trust Nasdaq Transportation ETF | |||
| SMU | 5.46 | -0.24 | -4.21% |
| Tradr 2X Long SMR Daily ETF | |||