Interact to see
Advertisement
Advertisement
AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets133.49B
Alger International Opportunities Z
Price$22.63
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets168.63M
AEPFX vs ALCZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. ALCZX commentary
Sep 09, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. ALCZX (169M). AEPFX pays higher dividends than ALCZX: AEPFX (0.85) vs ALCZX (0.00). 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). ALCZX (9.23) and AEPFX (8.92) have marching annual gain over last year. ALCZX return over 5 years is better than : 22.71 vs. AEPFX (14.67).
| 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 | 15.963 | 18.078 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 169M | 78,698% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 8.92 | 9.23 | 97% |
| Returns for 3 years | 38.00 | 43.35 | 88% |
| Returns for 5 years | 14.67 | 22.71 | 65% |
| Returns for 10 years | 47.81 | 76.52 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UBVCX | 78.07 | 0.35 | +0.45% |
| Undiscovered Managers Behavioral Val C | |||
| HWAZX | 42.29 | 0.01 | +0.02% |
| Hotchkis & Wiley Value Opps Z | |||
| VMNVX | 33.92 | -0.04 | -0.12% |
| Vanguard Global Minimum Volatility Admr | |||
| GILIX | 22.06 | -0.05 | -0.23% |
| NAA Large Core Instl | |||
| WESWX | 11.50 | -0.05 | -0.43% |
| TETON Westwood Equity AAA | |||