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AEGFX vs LMGRX
AEGFX vs LMGRX Comparison
Open Charts AEGFX vs LMGRX
AEGFX vs LMGRX Comparison Chart in %
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AEGFX vs. LMGRX commentary
Jun 23, 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 AEGFX is a Hold and LMGRX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. LMGRX (7.46B). AEGFX pays higher dividends than LMGRX: AEGFX (2.47) vs LMGRX (1.09). AEGFX was incepted earlier than LMGRX: AEGFX (25 years) vs LMGRX (20 years). LMGRX (1.40) is less costly to investors than AEGFX (0.86). LMGRX is a more actively managed with annual turnover of: 68.00 vs. AEGFX (50.00). LMGRX has a lower initial minimum investment than AEGFX: LMGRX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 14.07 vs. LMGRX (11.67). LMGRX return over 5 years is better than : 16.81 vs. AEGFX (-2.11).
| AEGFX | LMGRX | AEGFX / LMGRX | |
| Total Expense Ratio | 0.86 | 1.40 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 1.40 | 61% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 6.981 | 8.647 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 7.46B | 1,917% |
| Annual Yield % from dividends | 2.47 | 1.09 | 226% |
| Returns for 1 year | 14.07 | 11.67 | 121% |
| Returns for 3 years | 26.84 | 38.36 | 70% |
| Returns for 5 years | -2.11 | 16.81 | -13% |
| Returns for 10 years | 61.95 | 150.88 | 41% |
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