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AEPFX vs ALGAX
AEPFX vs ALGAX Comparison
Open Charts AEPFX vs ALGAX
AEPFX vs ALGAX Comparison Chart in %
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AEPFX vs. ALGAX commentary
Jun 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 Hold and ALGAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. ALGAX (187M). AEPFX pays higher dividends than ALGAX: AEPFX (2.64) vs ALGAX (0.86). AEPFX was incepted earlier than ALGAX: AEPFX (18 years) vs ALGAX (29 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 : 10.87 vs. ALGAX (7.87). ALGAX return over 5 years is better than : -2.56 vs. AEPFX (-3.20).
| 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 | 29 years | - |
| Gain YTD | 4.076 | 15.008 | 27% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 187M | 76,471% |
| Annual Yield % from dividends | 2.64 | 0.86 | 306% |
| Returns for 1 year | 10.87 | 7.87 | 138% |
| Returns for 3 years | 24.32 | 35.55 | 68% |
| Returns for 5 years | -3.20 | -2.56 | 125% |
| Returns for 10 years | 66.65 | 93.81 | 71% |
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