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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
Aug 23, 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 ATGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. ATGRX (2.19B). AEPFX pays higher dividends than ATGRX: AEPFX (2.72) 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 : 8.91 vs. ATGRX (3.02). AEPFX return over 5 years is better than : 3.40 vs. ATGRX (-13.63).
| 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 | 8.169 | 3.954 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,247% |
| Annual Yield % from dividends | 2.72 | 0.03 | 9,906% |
| Returns for 1 year | 8.91 | 3.02 | 295% |
| Returns for 3 years | 31.21 | 24.81 | 126% |
| Returns for 5 years | 3.40 | -13.63 | -25% |
| Returns for 10 years | 56.30 | 27.99 | 201% |
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