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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
Jul 06, 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: 143B vs. ATGRX (2.21B). AEPGX pays higher dividends than ATGRX: AEPGX (2.53) 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 : 6.92 vs. ATGRX (0.67). AEPGX return over 5 years is better than : -4.72 vs. ATGRX (-14.11).
| 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 | 4.099 | 2.157 | 190% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.21B | 6,465% |
| Annual Yield % from dividends | 2.53 | 0.03 | 9,287% |
| Returns for 1 year | 6.92 | 0.67 | 1,039% |
| Returns for 3 years | 21.78 | 15.77 | 138% |
| Returns for 5 years | -4.72 | -14.11 | 33% |
| Returns for 10 years | 52.99 | 31.62 | 168% |
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