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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
Jun 24, 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 Hold and ATGDX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. ATGDX (2.24B). AEPCX pays higher dividends than ATGDX: AEPCX (2.06) 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 : 9.08 vs. ATGDX (5.69). ATGDX (-9.41) and AEPCX (-9.45) have equivalent 5 years return.
| 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 | 3.272 | 3.375 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.24B | 6,384% |
| Annual Yield % from dividends | 2.06 | 0.87 | 237% |
| Returns for 1 year | 9.08 | 5.69 | 160% |
| Returns for 3 years | 19.46 | 21.80 | 89% |
| Returns for 5 years | -9.45 | -9.41 | 100% |
| Returns for 10 years | 49.26 | 48.65 | 101% |
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