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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
Aug 05, 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 Buy and ATGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. ATGDX (2.2B). 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 : 9.18 vs. ATGDX (5.11). AEPFX return over 5 years is better than : -2.66 vs. ATGDX (-12.47).
| 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 | 3.894 | 2.348 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.2B | 6,400% |
| Annual Yield % from dividends | 2.72 | 0.87 | 313% |
| Returns for 1 year | 9.18 | 5.11 | 180% |
| Returns for 3 years | 21.76 | 20.69 | 105% |
| Returns for 5 years | -2.66 | -12.47 | 21% |
| Returns for 10 years | 53.95 | 38.72 | 139% |
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