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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
Sep 12, 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 Buy and LMGRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. LMGRX (6.64B). AEGFX pays higher dividends than LMGRX: AEGFX (2.48) vs LMGRX (1.12). AEGFX was incepted earlier than LMGRX: AEGFX (26 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 : 4.48 vs. LMGRX (-4.76). LMGRX return over 5 years is better than : 3.32 vs. AEGFX (-4.67).
| AEGFX | LMGRX | AEGFX / LMGRX | |
| Total Expense Ratio | 0.86 | 1.40 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 1.40 | 61% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 6.848 | -0.721 | -950% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.64B | 2,110% |
| Annual Yield % from dividends | 2.48 | 1.12 | 221% |
| Returns for 1 year | 4.48 | -4.76 | -94% |
| Returns for 3 years | 28.19 | 29.94 | 94% |
| Returns for 5 years | -4.67 | 3.32 | -141% |
| Returns for 10 years | 47.63 | 113.88 | 42% |
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