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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
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 AEPGX is a Hold and ALCZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. ALCZX (182M). AEPGX pays higher dividends than ALCZX: AEPGX (2.53) vs ALCZX (1.07). 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 : 5.55 vs. ALCZX (2.88). ALCZX return over 5 years is better than : -3.53 vs. AEPGX (-5.69).
| 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 | 2.578 | 12.293 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 182M | 77,473% |
| Annual Yield % from dividends | 2.53 | 1.07 | 237% |
| Returns for 1 year | 5.55 | 2.88 | 193% |
| Returns for 3 years | 16.83 | 26.62 | 63% |
| Returns for 5 years | -5.69 | -3.53 | 161% |
| Returns for 10 years | 45.72 | 87.14 | 52% |
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