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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. LMGRX (7.08B). AEGFX pays higher dividends than LMGRX: AEGFX (2.53) vs LMGRX (1.07). 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 : 5.43 vs. LMGRX (4.51). LMGRX return over 5 years is better than : 11.61 vs. AEGFX (-5.92).
| 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 | 2.527 | 3.706 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.08B | 1,991% |
| Annual Yield % from dividends | 2.53 | 1.07 | 236% |
| Returns for 1 year | 5.43 | 4.51 | 120% |
| Returns for 3 years | 16.61 | 27.99 | 59% |
| Returns for 5 years | -5.92 | 11.61 | -51% |
| Returns for 10 years | 45.30 | 128.12 | 35% |
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