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AEPFX vs ATGDX
AEPFX vs ATGDX Comparison
Open Charts AEPFX vs ATGDX
AEPFX vs ATGDX Comparison Chart in %
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AEPFX vs. ATGDX commentary
Sep 01, 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 AEPFX is a StrongBuy and ATGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. ATGDX (2.17B). AEPFX pays higher dividends than ATGDX: AEPFX (2.72) vs ATGDX (0.87). AEPFX was incepted earlier than ATGDX: AEPFX (18 years) vs ATGDX (13 years). ATGDX (0.87) is less costly to investors than AEPFX (0.59). ATGDX is a more actively managed with annual turnover of: 65.00 vs. AEPFX (50.00). ATGDX has a lower initial minimum investment than AEPFX: ATGDX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 8.06 vs. ATGDX (3.15). AEPFX return over 5 years is better than : -0.08 vs. ATGDX (-12.88).
| AEPFX | ATGDX | AEPFX / ATGDX | |
| Total Expense Ratio | 0.59 | 0.84 | 70% |
| Annual Report Gross Expense Ratio | 0.59 | 0.87 | 68% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 7.987 | 3.888 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.17B | 6,328% |
| Annual Yield % from dividends | 2.72 | 0.87 | 313% |
| Returns for 1 year | 8.06 | 3.15 | 256% |
| Returns for 3 years | 27.84 | 24.19 | 115% |
| Returns for 5 years | -0.08 | -12.88 | 1% |
| Returns for 10 years | 57.13 | 39.79 | 144% |
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