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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
Sep 12, 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 ATGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. ATGRX (2.12B). AEPFX pays higher dividends than ATGRX: AEPFX (2.64) 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 : 4.84 vs. ATGRX (0.17). AEPFX return over 5 years is better than : -2.16 vs. ATGRX (-17.63).
| AEPFX | ATGRX | AEPFX / ATGRX | |
| Total Expense Ratio | 0.59 | 1.67 | 35% |
| Annual Report Gross Expense Ratio | 0.59 | 1.72 | 34% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 7.092 | 2.085 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.12B | 6,619% |
| Annual Yield % from dividends | 2.64 | 0.03 | 9,732% |
| Returns for 1 year | 4.84 | 0.17 | 2,860% |
| Returns for 3 years | 29.39 | 23.21 | 127% |
| Returns for 5 years | -2.16 | -17.63 | 12% |
| Returns for 10 years | 56.42 | 29.52 | 191% |
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