AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
LMGPX
Price
$75.21
Change
-$0.35 (-0.46%)
Updated
Jul 31 closing price
Net Assets
6.84B
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AEPCX vs LMGPX

AEPCX vs LMGPX Comparison Chart in %
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AEPCX vs. LMGPX commentary
Aug 03, 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 LMGPX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LMGPX (6.84B). AEPCX pays higher dividends than LMGPX: AEPCX (2.13) vs LMGPX (1.65). AEPCX was incepted earlier than LMGPX: AEPCX (25 years) vs LMGPX (8 years). AEPCX (1.58) is less costly to investors than LMGPX (0.69). LMGPX is a more actively managed with annual turnover of: 68.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than LMGPX: AEPCX (250) vs LMGPX (1000000). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. LMGPX (4.00). LMGPX return over 5 years is better than : 12.87 vs. AEPCX (-7.30).
AEPCXLMGPXAEPCX / LMGPX
Total Expense Ratio1.580.69229%
Annual Report Gross Expense Ratio1.580.69229%
Fund Existence25 years8 years-
Gain YTD3.1681.443219%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B6.84B2,061%
Annual Yield % from dividends2.131.65130%
Returns for 1 year6.784.00169%
Returns for 3 years14.7029.1850%
Returns for 5 years-7.3012.87-57%
Returns for 10 years38.82N/A-
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