Interact to see
Advertisement
Advertisement
AEPGX vs ATGRX
AEPGX vs ATGRX Comparison
Open Charts AEPGX vs ATGRX
AEPGX vs ATGRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. ATGRX commentary
Aug 23, 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 ATGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. ATGRX (2.19B). AEPGX pays higher dividends than ATGRX: AEPGX (2.56) 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 : 8.66 vs. ATGRX (3.02). AEPGX return over 5 years is better than : 1.00 vs. ATGRX (-13.63).
| AEPGX | ATGRX | AEPGX / ATGRX | |
| Total Expense Ratio | 0.83 | 1.69 | 49% |
| Annual Report Gross Expense Ratio | 0.83 | 1.72 | 48% |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | 8.015 | 3.954 | 203% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,247% |
| Annual Yield % from dividends | 2.56 | 0.03 | 9,303% |
| Returns for 1 year | 8.66 | 3.02 | 287% |
| Returns for 3 years | 30.30 | 24.81 | 122% |
| Returns for 5 years | 1.00 | -13.63 | -7% |
| Returns for 10 years | 47.95 | 27.99 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers