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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
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 ALGCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. ALGCX (178M). AEPFX pays higher dividends than ALGCX: AEPFX (2.64) vs ALGCX (0.59). 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 : 4.84 vs. ALGCX (-6.34). AEPFX return over 5 years is better than : -2.16 vs. ALGCX (-22.76).
| 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 | 7.092 | 9.151 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 178M | 78,652% |
| Annual Yield % from dividends | 2.64 | 0.59 | 446% |
| Returns for 1 year | 4.84 | -6.34 | -76% |
| Returns for 3 years | 29.39 | 19.97 | 147% |
| Returns for 5 years | -2.16 | -22.76 | 9% |
| Returns for 10 years | 56.42 | 51.52 | 110% |
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