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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
Aug 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 StrongBuy and LMGRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. LMGRX (6.94B). AEGFX pays higher dividends than LMGRX: AEGFX (2.55) vs LMGRX (1.13). 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 : 8.55 vs. LMGRX (2.01). LMGRX return over 5 years is better than : 10.39 vs. AEGFX (0.76).
| 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 | 7.962 | 3.235 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.94B | 1,973% |
| Annual Yield % from dividends | 2.55 | 1.13 | 226% |
| Returns for 1 year | 8.55 | 2.01 | 426% |
| Returns for 3 years | 30.02 | 35.70 | 84% |
| Returns for 5 years | 0.76 | 10.39 | 7% |
| Returns for 10 years | 47.56 | 118.11 | 40% |
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