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AEPCX vs LGGAX
AEPCX vs LGGAX Comparison
Open Charts AEPCX vs LGGAX
AEPCX vs LGGAX Comparison Chart in %
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AEPCX vs. LGGAX commentary
Jun 25, 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 LGGAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. LGGAX (7.2B). AEPCX pays higher dividends than LGGAX: AEPCX (2.06) vs LGGAX (1.41). AEPCX was incepted earlier than LGGAX: AEPCX (25 years) vs LGGAX (17 years). AEPCX (1.58) is less costly to investors than LGGAX (1.10). LGGAX is a more actively managed with annual turnover of: 68.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than LGGAX: AEPCX (250) vs LGGAX (1000). AEPCX annual gain was more profitable for investors over the last year : 6.38 vs. LGGAX (5.54). LGGAX return over 5 years is better than : 13.01 vs. AEPCX (-10.37).
| AEPCX | LGGAX | AEPCX / LGGAX | |
| Total Expense Ratio | 1.58 | 1.06 | 149% |
| Annual Report Gross Expense Ratio | 1.58 | 1.10 | 144% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 2.545 | 5.001 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 7.2B | 1,987% |
| Annual Yield % from dividends | 2.06 | 1.41 | 147% |
| Returns for 1 year | 6.38 | 5.54 | 115% |
| Returns for 3 years | 18.62 | 34.81 | 53% |
| Returns for 5 years | -10.37 | 13.01 | -80% |
| Returns for 10 years | 48.21 | 149.07 | 32% |
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