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AEPFX vs ALGCX
AEPFX vs ALGCX Comparison
Open Charts AEPFX vs ALGCX
AEPFX vs ALGCX Comparison Chart in %
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AEPFX vs. ALGCX commentary
Jun 23, 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 ALGCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. ALGCX (186M). AEPFX pays higher dividends than ALGCX: AEPFX (2.64) vs ALGCX (0.60). AEPFX was incepted earlier than ALGCX: AEPFX (18 years) vs ALGCX (29 years). ALGCX (2.08) is less costly to investors than AEPFX (0.59). ALGCX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than ALGCX: AEPFX (250) vs ALGCX (1000). AEPFX annual gain was more profitable for investors over the last year : 14.47 vs. ALGCX (3.84). AEPFX return over 5 years is better than : 0.46 vs. ALGCX (-11.80).
| AEPFX | ALGCX | AEPFX / ALGCX | |
| Total Expense Ratio | 0.59 | 2.08 | 28% |
| Annual Report Gross Expense Ratio | 0.59 | 2.08 | 28% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 7.158 | 14.523 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 186M | 76,882% |
| Annual Yield % from dividends | 2.64 | 0.60 | 441% |
| Returns for 1 year | 14.47 | 3.84 | 376% |
| Returns for 3 years | 28.00 | 26.98 | 104% |
| Returns for 5 years | 0.46 | -11.80 | -4% |
| Returns for 10 years | 71.59 | 68.62 | 104% |
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