Interact to see
Advertisement
Advertisement
AEPCX vs LMGTX
AEPCX vs LMGTX Comparison
Open Charts AEPCX vs LMGTX
AEPCX vs LMGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. LMGTX 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 LMGTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LMGTX (7.08B). AEPCX pays higher dividends than LMGTX: AEPCX (2.11) vs LMGTX (0.82). 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 : 4.09 vs. LMGTX (3.42). LMGTX return over 5 years is better than : 8.46 vs. AEPCX (-9.69).
| 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 | 1.869 | 3.490 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.08B | 1,991% |
| Annual Yield % from dividends | 2.11 | 0.82 | 257% |
| Returns for 1 year | 4.09 | 3.42 | 119% |
| Returns for 3 years | 13.07 | 25.65 | 51% |
| Returns for 5 years | -9.69 | 8.46 | -115% |
| Returns for 10 years | 37.90 | 116.85 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement