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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
Jun 24, 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 Hold and ATGDX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. ATGDX (2.24B). AEPFX pays higher dividends than ATGDX: AEPFX (2.64) 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 : 10.87 vs. ATGDX (5.69). AEPFX return over 5 years is better than : -3.20 vs. ATGDX (-9.41).
| 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 | 4.076 | 3.375 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.24B | 6,384% |
| Annual Yield % from dividends | 2.64 | 0.87 | 304% |
| Returns for 1 year | 10.87 | 5.69 | 191% |
| Returns for 3 years | 24.32 | 21.80 | 112% |
| Returns for 5 years | -3.20 | -9.41 | 34% |
| Returns for 10 years | 66.65 | 48.65 | 137% |
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