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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
Aug 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 StrongBuy and ALGAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. ALGAX (184M). 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 : 8.91 vs. ALGAX (2.79). AEPFX return over 5 years is better than : 3.40 vs. ALGAX (-7.89).
| 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 | 8.169 | 12.734 | 64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.72 | 0.86 | 317% |
| Returns for 1 year | 8.91 | 2.79 | 319% |
| Returns for 3 years | 31.21 | 31.25 | 100% |
| Returns for 5 years | 3.40 | -7.89 | -43% |
| Returns for 10 years | 56.30 | 74.07 | 76% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FFEM | 42.65 | 0.38 | +0.90% |
| Fidelity Fundamental Emerging Markets ETF | |||
| MFSI | 33.76 | 0.26 | +0.78% |
| MFS Active International ETF | |||
| GAA | 36.14 | 0.21 | +0.57% |
| Cambria Global Asset Allocation ETF | |||
| VDI | 36.92 | N/A | N/A |
| Virtus International Dividend ETF | |||
| OIA | 5.99 | -0.04 | -0.66% |
| INVESCO Municipal Income OPPORTUNITIES TRUST | |||