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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
Aug 23, 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 StrongBuy and LMGNX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. LMGNX (6.94B). AEPCX pays higher dividends than LMGNX: AEPCX (2.13) vs LMGNX (1.55). 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). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. LMGNX (3.14). LMGNX return over 5 years is better than : 14.58 vs. AEPCX (-3.27).
| 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 | 7.184 | 3.656 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.94B | 1,973% |
| Annual Yield % from dividends | 2.13 | 1.55 | 137% |
| Returns for 1 year | 7.17 | 3.14 | 228% |
| Returns for 3 years | 26.10 | 38.87 | 67% |
| Returns for 5 years | -3.27 | 14.58 | -22% |
| Returns for 10 years | 40.04 | 131.51 | 30% |
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