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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$65.19
Change-$0.28 (-0.43%)
VolumeN/A
Net Assets137.06B
Alger International Opportunities Z
Price$23.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets171.64M
AEPFX vs ALCZX Comparison Chart in %
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AEPFX vs. ALCZX commentary
Oct 19, 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 Buy and ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. ALCZX (172M). AEPFX pays higher dividends than ALCZX: AEPFX (0.82) 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). AEPFX annual gain was more profitable for investors over the last year : 11.34 vs. ALCZX (9.13). ALCZX (17.47) and AEPFX (16.92) have equivalent 5 years return.
| 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 | 21.714 | 20.468 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 172M | 79,651% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 11.34 | 9.13 | 124% |
| Returns for 3 years | 51.66 | 54.31 | 95% |
| Returns for 5 years | 16.92 | 17.47 | 97% |
| Returns for 10 years | 50.44 | 75.00 | 67% |
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