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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
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LGGAX (6.84B). AEPCX pays higher dividends than LGGAX: AEPCX (2.11) vs LGGAX (1.38). 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 : 0.99 vs. LGGAX (-0.37). LGGAX return over 5 years is better than : 10.29 vs. AEPCX (-10.38).
| 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 | 0.969 | 1.021 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.84B | 2,061% |
| Annual Yield % from dividends | 2.11 | 1.38 | 153% |
| Returns for 1 year | 0.99 | -0.37 | -265% |
| Returns for 3 years | 12.61 | 26.37 | 48% |
| Returns for 5 years | -10.38 | 10.29 | -101% |
| Returns for 10 years | 36.41 | 123.83 | 29% |
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