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AEPGX vs ATGDX
AEPGX vs ATGDX Comparison
Open Charts AEPGX vs ATGDX
AEPGX vs ATGDX Comparison Chart in %
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AEPGX vs. ATGDX commentary
Jul 14, 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 Hold and ATGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. ATGDX (2.19B). AEPGX pays higher dividends than ATGDX: AEPGX (2.53) vs ATGDX (0.86). 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 : 5.55 vs. ATGDX (1.55). AEPGX return over 5 years is better than : -5.69 vs. ATGDX (-11.37).
| AEPGX | ATGDX | AEPGX / ATGDX | |
| Total Expense Ratio | 0.83 | 0.84 | 99% |
| Annual Report Gross Expense Ratio | 0.83 | 0.87 | 95% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 2.578 | 1.761 | 146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.19B | 6,435% |
| Annual Yield % from dividends | 2.53 | 0.86 | 293% |
| Returns for 1 year | 5.55 | 1.55 | 358% |
| Returns for 3 years | 16.83 | 15.24 | 110% |
| Returns for 5 years | -5.69 | -11.37 | 50% |
| Returns for 10 years | 45.72 | 40.36 | 113% |
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