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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
Aug 16, 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 LGGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. LGGAX (7.12B). AEPCX pays higher dividends than LGGAX: AEPCX (2.13) vs LGGAX (1.45). AEPCX was incepted earlier than LGGAX: AEPCX (25 years) vs LGGAX (18 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 : 6.36 vs. LGGAX (4.65). LGGAX return over 5 years is better than : 13.21 vs. AEPCX (-6.60).
| 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 | 18 years | - |
| Gain YTD | 6.682 | 6.082 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.12B | 1,925% |
| Annual Yield % from dividends | 2.13 | 1.45 | 147% |
| Returns for 1 year | 6.36 | 4.65 | 137% |
| Returns for 3 years | 23.78 | 38.04 | 63% |
| Returns for 5 years | -6.60 | 13.21 | -50% |
| Returns for 10 years | 39.51 | 131.21 | 30% |
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