AEPGX
Price
$64.78
Change
+$0.52 (+0.81%)
Updated
Jun 22 closing price
Net Assets
143.2B
ATGDX
Price
$14.10
Change
+$0.01 (+0.07%)
Updated
Jun 22 closing price
Net Assets
2.24B
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AEPGX vs ATGDX

AEPGX vs ATGDX Comparison Chart in %
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AEPGX vs. ATGDX commentary
Jun 24, 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 Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. ATGDX (2.24B). AEPGX pays higher dividends than ATGDX: AEPGX (2.47) 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 : 10.63 vs. ATGDX (5.69). AEPGX return over 5 years is better than : -5.44 vs. ATGDX (-9.41).
AEPGXATGDXAEPGX / ATGDX
Total Expense Ratio0.830.8499%
Annual Report Gross Expense Ratio0.830.8795%
Fund Existence42 years13 years-
Gain YTD3.9663.375118%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B2.24B6,384%
Annual Yield % from dividends2.470.87285%
Returns for 1 year10.635.69187%
Returns for 3 years23.4321.80107%
Returns for 5 years-5.44-9.4158%
Returns for 10 years57.7548.65119%
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