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AEPFX vs ATGRX
AEPFX vs ATGRX Comparison
Open Charts AEPFX vs ATGRX
AEPFX vs ATGRX Comparison Chart in %
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AEPFX vs. ATGRX commentary
Jul 27, 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 ATGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. ATGRX (2.16B). AEPFX pays higher dividends than ATGRX: AEPFX (2.70) vs ATGRX (0.03). AEPFX was incepted earlier than ATGRX: AEPFX (18 years) vs ATGRX (23 years). ATGRX (1.72) is less costly to investors than AEPFX (0.59). ATGRX is a more actively managed with annual turnover of: 65.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than ATGRX: AEPFX (250) vs ATGRX (2500). AEPFX annual gain was more profitable for investors over the last year : 2.62 vs. ATGRX (-2.01). AEPFX return over 5 years is better than : -4.21 vs. ATGRX (-15.62).
| AEPFX | ATGRX | AEPFX / ATGRX | |
| Total Expense Ratio | 0.59 | 1.69 | 35% |
| Annual Report Gross Expense Ratio | 0.59 | 1.72 | 34% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.823 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.16B | 6,516% |
| Annual Yield % from dividends | 2.70 | 0.03 | 9,890% |
| Returns for 1 year | 2.62 | -2.01 | -130% |
| Returns for 3 years | 17.19 | 12.68 | 136% |
| Returns for 5 years | -4.21 | -15.62 | 27% |
| Returns for 10 years | 52.23 | 27.45 | 190% |
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