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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$63.02
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Alger International Opportunities Z
Price$21.33
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets173.03M
AEPFX vs ALCZX Comparison Chart in %
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AEPFX vs. ALCZX commentary
Jan 16, 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 ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. ALCZX (173M). AEPFX pays higher dividends than ALCZX: AEPFX (2.91) vs ALCZX (1.21). AEPFX was incepted earlier than ALCZX: AEPFX (17 years) vs ALCZX (15 years). ALCZX (0.99) is less costly to investors than AEPFX (0.58). ALCZX is a more actively managed with annual turnover of: 93.24 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than ALCZX: AEPFX (250) vs ALCZX (500000). AEPFX annual gain was more profitable for investors over the last year : 21.25 vs. ALCZX (12.63). AEPFX return over 5 years is better than : -1.76 vs. ALCZX (-7.28).
| AEPFX | ALCZX | AEPFX / ALCZX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.99 | 59% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 4.424 | 4.049 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 173M | 78,035% |
| Annual Yield % from dividends | 2.91 | 1.21 | 240% |
| Returns for 1 year | 21.25 | 12.63 | 168% |
| Returns for 3 years | 27.83 | 24.63 | 113% |
| Returns for 5 years | -1.76 | -7.28 | 24% |
| Returns for 10 years | 74.04 | 82.51 | 90% |
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