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AEPCX vs LMGNX
AEPCX vs LMGNX Comparison
Open Charts AEPCX vs LMGNX
AEPCX vs LMGNX Comparison Chart in %
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AEPCX vs. LMGNX commentary
Sep 13, 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 LMGNX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. LMGNX (6.64B). AEPCX pays higher dividends than LMGNX: AEPCX (2.07) vs LMGNX (1.54). AEPCX was incepted earlier than LMGNX: AEPCX (26 years) vs LMGNX (23 years). AEPCX (1.58) is less costly to investors than LMGNX (0.80). LMGNX is a more actively managed with annual turnover of: 68.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than LMGNX: AEPCX (250) vs LMGNX (1000000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. LMGNX (-3.72). LMGNX return over 5 years is better than : 7.23 vs. AEPCX (-8.48).
| AEPCX | LMGNX | AEPCX / LMGNX | |
| Total Expense Ratio | 1.58 | 0.80 | 198% |
| Annual Report Gross Expense Ratio | 1.58 | 0.80 | 198% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 6.041 | -0.297 | -2,036% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.64B | 2,110% |
| Annual Yield % from dividends | 2.07 | 1.54 | 134% |
| Returns for 1 year | 3.15 | -3.72 | -85% |
| Returns for 3 years | 24.32 | 32.97 | 74% |
| Returns for 5 years | -8.48 | 7.23 | -117% |
| Returns for 10 years | 40.12 | 127.07 | 32% |