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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
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 ALGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. ALGAX (182M). AEPFX pays higher dividends than ALGAX: AEPFX (2.70) vs ALGAX (0.83). 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 : 5.78 vs. ALGAX (2.15). AEPFX return over 5 years is better than : -3.46 vs. ALGAX (-6.08).
| 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 | 2.701 | 12.077 | 22% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 182M | 77,473% |
| Annual Yield % from dividends | 2.70 | 0.83 | 325% |
| Returns for 1 year | 5.78 | 2.15 | 269% |
| Returns for 3 years | 17.67 | 24.46 | 72% |
| Returns for 5 years | -3.46 | -6.08 | 57% |
| Returns for 10 years | 53.95 | 78.31 | 69% |
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