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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
Jul 14, 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 LMGNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LMGNX (7.08B). AEPCX pays higher dividends than LMGNX: AEPCX (2.11) vs LMGNX (1.47). AEPCX was incepted earlier than LMGNX: AEPCX (25 years) vs LMGNX (22 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). LMGNX annual gain was more profitable for investors over the last year : 5.68 vs. AEPCX (4.09). LMGNX return over 5 years is better than : 15.83 vs. AEPCX (-9.69).
| AEPCX | LMGNX | AEPCX / LMGNX | |
| Total Expense Ratio | 1.58 | 0.80 | 198% |
| Annual Report Gross Expense Ratio | 1.58 | 0.80 | 198% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 1.869 | 4.060 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.08B | 1,991% |
| Annual Yield % from dividends | 2.11 | 1.47 | 143% |
| Returns for 1 year | 4.09 | 5.68 | 72% |
| Returns for 3 years | 13.07 | 30.98 | 42% |
| Returns for 5 years | -9.69 | 15.83 | -61% |
| Returns for 10 years | 37.90 | 142.10 | 27% |
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