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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. ALGAX (180M). AEPFX pays higher dividends than ALGAX: AEPFX (2.64) vs ALGAX (0.85). 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 : 4.84 vs. ALGAX (-1.73). AEPFX return over 5 years is better than : -2.16 vs. ALGAX (-13.74).
| 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 | 7.092 | 10.965 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 180M | 77,778% |
| Annual Yield % from dividends | 2.64 | 0.85 | 310% |
| Returns for 1 year | 4.84 | -1.73 | -279% |
| Returns for 3 years | 29.39 | 29.34 | 100% |
| Returns for 5 years | -2.16 | -13.74 | 16% |
| Returns for 10 years | 56.42 | 76.06 | 74% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RLTY | 14.85 | 0.03 | +0.20% |
| Cohen & Steers Real Estate Opportunities and Income Fund | |||
| LOPP | 37.49 | N/A | N/A |
| Gabelli Love Our Planet & People ETF | |||
| FDRX | 22.20 | N/A | N/A |
| Founder-Led 2X Daily ETF | |||
| PZLV | 30.90 | N/A | N/A |
| Pzena U.S. Large Cap Value ETF | |||
| FPF | 17.03 | -0.09 | -0.53% |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & Income FUND | |||