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AEPFX vs ALCZX
AEPFX vs ALCZX Comparison
Open Charts AEPFX vs ALCZX
American Funds EUPAC F2
Price$63.40
Change-$0.37 (-0.58%)
VolumeN/A
Net Assets134.63B
Alger International Opportunities Z
Price$21.35
Change-$0.40 (-1.84%)
VolumeN/A
Net Assets175.91M
AEPFX vs ALCZX Comparison Chart in %
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AEPFX vs. ALCZX commentary
Feb 05, 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 Buy and ALCZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. ALCZX (176M). AEPFX pays higher dividends than ALCZX: AEPFX (2.77) vs ALCZX (1.15). AEPFX was incepted earlier than ALCZX: AEPFX (18 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: 92.29 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 : 18.64 vs. ALCZX (10.63). AEPFX return over 5 years is better than : -1.75 vs. ALCZX (-7.63).
| AEPFX | ALCZX | AEPFX / ALCZX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.99 | 59% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 5.667 | 6.098 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 176M | 76,705% |
| Annual Yield % from dividends | 2.77 | 1.15 | 241% |
| Returns for 1 year | 18.64 | 10.63 | 175% |
| Returns for 3 years | 26.58 | 23.18 | 115% |
| Returns for 5 years | -1.75 | -7.63 | 23% |
| Returns for 10 years | 76.37 | 87.45 | 87% |
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