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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. LMGTX (6.64B). AEPCX pays higher dividends than LMGTX: AEPCX (2.07) vs LMGTX (0.86). AEPCX was incepted earlier than LMGTX: AEPCX (26 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 : 3.15 vs. LMGTX (-5.77). LMGTX return over 5 years is better than : 0.40 vs. AEPCX (-8.48).
| AEPCX | LMGTX | AEPCX / LMGTX | |
| Total Expense Ratio | 1.58 | 1.80 | 88% |
| Annual Report Gross Expense Ratio | 1.58 | 1.80 | 88% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 6.041 | -1.000 | -604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.64B | 2,110% |
| Annual Yield % from dividends | 2.07 | 0.86 | 240% |
| Returns for 1 year | 3.15 | -5.77 | -55% |
| Returns for 3 years | 24.32 | 27.55 | 88% |
| Returns for 5 years | -8.48 | 0.40 | -2,096% |
| Returns for 10 years | 40.12 | 103.40 | 39% |
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