AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
LTAGX
Price
$20.67
Change
-$0.69 (-3.23%)
Updated
Jul 13 closing price
Net Assets
6.38M
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AEPCX vs LTAGX

AEPCX vs LTAGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. LTAGX (6.38M). AEPCX pays higher dividends than LTAGX: AEPCX (2.11) vs LTAGX (0.28). AEPCX was incepted earlier than LTAGX: AEPCX (25 years) vs LTAGX (5 years). LTAGX (7.40) is less costly to investors than AEPCX (1.58). LTAGX is a more actively managed with annual turnover of: 125.00 vs. AEPCX (50.00). LTAGX has a lower initial minimum investment than AEPCX: LTAGX (0) vs AEPCX (250). LTAGX annual gain was more profitable for investors over the last year : 34.43 vs. AEPCX (4.09). LTAGX return over 5 years is better than : 42.44 vs. AEPCX (-9.69).
AEPCXLTAGXAEPCX / LTAGX
Total Expense Ratio1.580.70226%
Annual Report Gross Expense Ratio1.587.4021%
Fund Existence25 years5 years-
Gain YTD1.86924.4038%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B6.38M2,211,765%
Annual Yield % from dividends2.110.28743%
Returns for 1 year4.0934.4312%
Returns for 3 years13.0769.3519%
Returns for 5 years-9.6942.44-23%
Returns for 10 years37.90N/A-
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