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AEPCX vs LMGTX
AEPCX vs LMGTX Comparison
Open Charts AEPCX vs LMGTX
AEPCX vs LMGTX Comparison Chart in %
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AEPCX vs. LMGTX 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 LMGTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LMGTX (6.84B). AEPCX pays higher dividends than LMGTX: AEPCX (2.13) vs LMGTX (0.87). AEPCX was incepted earlier than LMGTX: AEPCX (25 years) vs LMGTX (31 years). LMGTX (1.80) is less costly to investors than AEPCX (1.58). LMGTX is a more actively managed with annual turnover of: 68.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than LMGTX: AEPCX (250) vs LMGTX (1000). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. LMGTX (1.68). LMGTX return over 5 years is better than : 5.18 vs. AEPCX (-7.30).
| AEPCX | LMGTX | AEPCX / LMGTX | |
| Total Expense Ratio | 1.58 | 1.80 | 88% |
| Annual Report Gross Expense Ratio | 1.58 | 1.80 | 88% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 3.168 | 0.786 | 403% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.84B | 2,061% |
| Annual Yield % from dividends | 2.13 | 0.87 | 246% |
| Returns for 1 year | 6.78 | 1.68 | 404% |
| Returns for 3 years | 14.70 | 23.55 | 62% |
| Returns for 5 years | -7.30 | 5.18 | -141% |
| Returns for 10 years | 38.82 | 106.45 | 36% |
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