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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
Aug 05, 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 Buy and ATGDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. ATGDX (2.2B). 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 : 8.95 vs. ATGDX (5.11). AEPGX return over 5 years is better than : -4.90 vs. ATGDX (-12.47).
| 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 | 3.768 | 2.348 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.2B | 6,400% |
| Annual Yield % from dividends | 2.56 | 0.87 | 294% |
| Returns for 1 year | 8.95 | 5.11 | 175% |
| Returns for 3 years | 20.90 | 20.69 | 101% |
| Returns for 5 years | -4.90 | -12.47 | 39% |
| Returns for 10 years | 45.72 | 38.72 | 118% |
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