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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
Jun 04, 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 Hold and ALCZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. ALCZX (180M). AEPGX pays higher dividends than ALCZX: AEPGX (2.47) vs ALCZX (1.11). AEPGX was incepted earlier than ALCZX: AEPGX (42 years) vs ALCZX (15 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 (35.00). 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 : 14.87 vs. ALCZX (4.02). AEPGX return over 5 years is better than : -1.55 vs. ALCZX (-2.12).
| 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 | 15 years | - |
| Gain YTD | 11.585 | 10.829 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 180M | 76,111% |
| Annual Yield % from dividends | 2.47 | 1.11 | 224% |
| Returns for 1 year | 14.87 | 4.02 | 370% |
| Returns for 3 years | 32.29 | 32.75 | 99% |
| Returns for 5 years | -1.55 | -2.12 | 73% |
| Returns for 10 years | 60.12 | 82.21 | 73% |
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