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AEPCX vs ATGDX
AEPCX vs ATGDX Comparison
Open Charts AEPCX vs ATGDX
AEPCX vs ATGDX Comparison Chart in %
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AEPCX vs. ATGDX commentary
Aug 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 AEPCX is a Buy and ATGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. ATGDX (2.2B). AEPCX pays higher dividends than ATGDX: AEPCX (2.13) vs ATGDX (0.87). AEPCX was incepted earlier than ATGDX: AEPCX (25 years) vs ATGDX (13 years). AEPCX (1.58) is less costly to investors than ATGDX (0.87). ATGDX is a more actively managed with annual turnover of: 65.00 vs. AEPCX (50.00). ATGDX has a lower initial minimum investment than AEPCX: ATGDX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 7.45 vs. ATGDX (5.11). AEPCX return over 5 years is better than : -8.91 vs. ATGDX (-12.47).
| AEPCX | ATGDX | AEPCX / ATGDX | |
| Total Expense Ratio | 1.58 | 0.84 | 188% |
| Annual Report Gross Expense Ratio | 1.58 | 0.87 | 182% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 3.012 | 2.348 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.2B | 6,400% |
| Annual Yield % from dividends | 2.13 | 0.87 | 245% |
| Returns for 1 year | 7.45 | 5.11 | 146% |
| Returns for 3 years | 17.03 | 20.69 | 82% |
| Returns for 5 years | -8.91 | -12.47 | 71% |
| Returns for 10 years | 37.93 | 38.72 | 98% |
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