AEPGX
Price
$65.04
Change
-$0.21 (-0.32%)
Updated
Aug 31 closing price
Net Assets
137.41B
ATGDX
Price
$14.16
Change
-$0.06 (-0.42%)
Updated
Aug 28 closing price
Net Assets
2.17B
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AEPGX vs ATGDX

AEPGX vs ATGDX Comparison Chart in %
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AEPGX vs. ATGDX commentary
Sep 01, 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 AEPGX is a StrongBuy and ATGDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. ATGDX (2.17B). AEPGX pays higher dividends than ATGDX: AEPGX (2.56) vs ATGDX (0.87). AEPGX was incepted earlier than ATGDX: AEPGX (42 years) vs ATGDX (13 years). ATGDX (0.87) and AEPGX (0.83) have similar cost to investors . ATGDX is a more actively managed with annual turnover of: 65.00 vs. AEPGX (50.00). ATGDX has a lower initial minimum investment than AEPGX: ATGDX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 7.84 vs. ATGDX (3.15). AEPGX return over 5 years is better than : -2.39 vs. ATGDX (-12.88).
AEPGXATGDXAEPGX / ATGDX
Total Expense Ratio0.830.8499%
Annual Report Gross Expense Ratio0.830.8795%
Fund Existence42 years13 years-
Gain YTD7.8333.888201%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.17B6,328%
Annual Yield % from dividends2.560.87294%
Returns for 1 year7.843.15249%
Returns for 3 years26.9624.19111%
Returns for 5 years-2.39-12.8819%
Returns for 10 years48.7339.79122%
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