AEPCX
Price
$63.22
Change
+$0.22 (+0.35%)
Updated
Jun 12 closing price
Net Assets
143.2B
ATGRX
Price
$14.21
Change
+$0.07 (+0.50%)
Updated
Jun 12 closing price
Net Assets
2.24B
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AEPCX vs ATGRX

Header iconAEPCX vs ATGRX Comparison
Open Charts AEPCX vs ATGRXBanner chart's image
AEPCX vs ATGRX Comparison Chart in %
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AEPCX vs. ATGRX commentary
Jun 15, 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 ATGRX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. ATGRX (2.24B). AEPCX pays higher dividends than ATGRX: AEPCX (2.06) vs ATGRX (0.03). AEPCX was incepted earlier than ATGRX: AEPCX (25 years) vs ATGRX (23 years). ATGRX (1.72) is less costly to investors than AEPCX (1.58). ATGRX is a more actively managed with annual turnover of: 65.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than ATGRX: AEPCX (250) vs ATGRX (2500). AEPCX annual gain was more profitable for investors over the last year : 13.05 vs. ATGRX (0.24). AEPCX return over 5 years is better than : -8.26 vs. ATGRX (-15.03).
AEPCXATGRXAEPCX / ATGRX
Total Expense Ratio1.581.6993%
Annual Report Gross Expense Ratio1.581.7292%
Fund Existence25 years23 years-
Gain YTD9.4342.157437%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets143B2.24B6,387%
Annual Yield % from dividends2.060.037,520%
Returns for 1 year13.050.245,445%
Returns for 3 years23.7115.02158%
Returns for 5 years-8.26-15.0355%
Returns for 10 years56.7135.32161%
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