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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
Aug 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 StrongBuy and ALGCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. ALGCX (184M). AEPFX pays higher dividends than ALGCX: AEPFX (2.72) 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 : 8.91 vs. ALGCX (-1.04). AEPFX return over 5 years is better than : 3.40 vs. ALGCX (-16.65).
| 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 | 8.169 | 12.069 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.72 | 0.60 | 456% |
| Returns for 1 year | 8.91 | -1.04 | -855% |
| Returns for 3 years | 31.21 | 22.91 | 136% |
| Returns for 5 years | 3.40 | -16.65 | -20% |
| Returns for 10 years | 56.30 | 51.30 | 110% |
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