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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 04, 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: 137B vs. ALGAX (180M). 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 (0.58). ALGAX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (35.00). 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 : 15.11 vs. ALGAX (3.31). AEPFX return over 5 years is better than : 0.76 vs. ALGAX (-4.71).
| AEPFX | ALGAX | AEPFX / ALGAX | |
| Total Expense Ratio | 0.58 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.25 | 46% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 11.682 | 10.662 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 180M | 76,111% |
| Annual Yield % from dividends | 2.64 | 0.86 | 306% |
| Returns for 1 year | 15.11 | 3.31 | 457% |
| Returns for 3 years | 33.24 | 30.51 | 109% |
| Returns for 5 years | 0.76 | -4.71 | -16% |
| Returns for 10 years | 69.19 | 73.55 | 94% |
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