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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$60.28
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets134.15B
Alger International Opportunities Z
Price$20.60
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets167.04M
AEPFX vs ALCZX Comparison Chart in %
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AEPFX vs. ALCZX commentary
Dec 25, 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: 134B vs. ALCZX (167M). AEPFX pays higher dividends than ALCZX: AEPFX (0.81) 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 : 11.28 vs. ALCZX (5.53). AEPFX return over 5 years is better than : -5.40 vs. ALCZX (-8.55).
| 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 | 12.547 | 7.013 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 167M | 80,240% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 11.28 | 5.53 | 204% |
| Returns for 3 years | 27.59 | 28.14 | 98% |
| Returns for 5 years | -5.40 | -8.55 | 63% |
| Returns for 10 years | 45.84 | 56.56 | 81% |
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