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AEPCX vs ATGRX
AEPCX vs ATGRX Comparison
Open Charts AEPCX vs ATGRX
AEPCX vs ATGRX Comparison Chart in %
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AEPCX vs. ATGRX commentary
Jul 06, 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 ATGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. ATGRX (2.21B). AEPCX pays higher dividends than ATGRX: AEPCX (2.11) 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 : 5.43 vs. ATGRX (0.67). AEPCX return over 5 years is better than : -8.77 vs. ATGRX (-14.11).
| AEPCX | ATGRX | AEPCX / ATGRX | |
| Total Expense Ratio | 1.58 | 1.69 | 93% |
| Annual Report Gross Expense Ratio | 1.58 | 1.72 | 92% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 3.393 | 2.157 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.21B | 6,465% |
| Annual Yield % from dividends | 2.11 | 0.03 | 7,746% |
| Returns for 1 year | 5.43 | 0.67 | 815% |
| Returns for 3 years | 17.84 | 15.77 | 113% |
| Returns for 5 years | -8.77 | -14.11 | 62% |
| Returns for 10 years | 44.80 | 31.62 | 142% |
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