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AEPGX vs ALCZX
AEPGX vs ALCZX Comparison
Open Charts AEPGX vs ALCZX
AEPGX vs ALCZX Comparison Chart in %
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AEPGX vs. ALCZX commentary
Aug 24, 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 AEPGX is a StrongBuy and ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. ALCZX (184M). AEPGX pays higher dividends than ALCZX: AEPGX (2.56) vs ALCZX (1.10). AEPGX was incepted earlier than ALCZX: AEPGX (42 years) vs ALCZX (16 years). ALCZX (14.79) is less costly to investors than AEPGX (0.83). ALCZX is a more actively managed with annual turnover of: 92.29 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than ALCZX: AEPGX (250) vs ALCZX (500000). AEPGX annual gain was more profitable for investors over the last year : 8.66 vs. ALCZX (3.50). AEPGX return over 5 years is better than : 1.00 vs. ALCZX (-5.41).
| AEPGX | ALCZX | AEPGX / ALCZX | |
| Total Expense Ratio | 0.83 | 0.85 | 98% |
| Annual Report Gross Expense Ratio | 0.83 | 14.79 | 6% |
| Fund Existence | 42 years | 16 years | - |
| Gain YTD | 8.015 | 12.976 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.56 | 1.10 | 232% |
| Returns for 1 year | 8.66 | 3.50 | 247% |
| Returns for 3 years | 30.30 | 33.47 | 91% |
| Returns for 5 years | 1.00 | -5.41 | -19% |
| Returns for 10 years | 47.95 | 82.66 | 58% |
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