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AEPGX vs ATGRX
AEPGX vs ATGRX Comparison
Open Charts AEPGX vs ATGRX
AEPGX vs ATGRX Comparison Chart in %
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AEPGX vs. ATGRX commentary
Sep 12, 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 ATGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. ATGRX (2.12B). AEPGX pays higher dividends than ATGRX: AEPGX (2.48) vs ATGRX (0.03). AEPGX was incepted earlier than ATGRX: AEPGX (42 years) vs ATGRX (23 years). ATGRX (1.72) is less costly to investors than AEPGX (0.83). ATGRX is a more actively managed with annual turnover of: 65.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than ATGRX: AEPGX (250) vs ATGRX (2500). AEPGX annual gain was more profitable for investors over the last year : 4.61 vs. ATGRX (0.17). AEPGX return over 5 years is better than : -4.41 vs. ATGRX (-17.63).
| AEPGX | ATGRX | AEPGX / ATGRX | |
| Total Expense Ratio | 0.83 | 1.67 | 50% |
| Annual Report Gross Expense Ratio | 0.83 | 1.72 | 48% |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | 6.924 | 2.085 | 332% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.12B | 6,619% |
| Annual Yield % from dividends | 2.48 | 0.03 | 9,141% |
| Returns for 1 year | 4.61 | 0.17 | 2,725% |
| Returns for 3 years | 28.47 | 23.21 | 123% |
| Returns for 5 years | -4.41 | -17.63 | 25% |
| Returns for 10 years | 48.08 | 29.52 | 163% |
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