Interact to see
Advertisement
Advertisement
AEPFX vs ALGCX
AEPFX vs ALGCX Comparison
Open Charts AEPFX vs ALGCX
AEPFX vs ALGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. ALGCX commentary
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. ALGCX (182M). AEPFX pays higher dividends than ALGCX: AEPFX (2.70) vs ALGCX (0.58). 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 : 5.78 vs. ALGCX (-1.63). AEPFX return over 5 years is better than : -3.46 vs. ALGCX (-14.97).
| 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 | 2.701 | 11.538 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 182M | 77,473% |
| Annual Yield % from dividends | 2.70 | 0.58 | 466% |
| Returns for 1 year | 5.78 | -1.63 | -356% |
| Returns for 3 years | 17.67 | 16.60 | 106% |
| Returns for 5 years | -3.46 | -14.97 | 23% |
| Returns for 10 years | 53.95 | 55.08 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SVAL | 42.11 | 0.23 | +0.56% |
| iShares US Small Cap Value Factor ETF | |||
| KLAG | 41.89 | N/A | N/A |
| Leverage Shares 2X Long KLAC Daily ETF | |||
| PSCD | 117.23 | N/A | N/A |
| Invesco S&P SmallCap Cnsmr Discret ETF | |||
| DGCB | 54.31 | N/A | N/A |
| Dimensional Global Credit ETF | |||
| AMDW | 101.36 | -7.08 | -6.53% |
| Roundhill AMD WeeklyPay ETF | |||