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AEPGX vs LAFAX
AEPGX vs LAFAX Comparison
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AEPGX vs LAFAX Comparison Chart in %
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AEPGX vs. LAFAX commentary
Aug 03, 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 LAFAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. LAFAX (198M). LAFAX pays higher dividends than AEPGX: LAFAX (3.10) vs AEPGX (2.56). AEPGX was incepted earlier than LAFAX: AEPGX (42 years) vs LAFAX (26 years). LAFAX (1.46) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. LAFAX (21.00). AEPGX (6%) and LAFAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than LAFAX: AEPGX (250) vs LAFAX (2000). LAFAX annual gain was more profitable for investors over the last year : 14.59 vs. AEPGX (8.28). AEPGX return over 5 years is better than : -3.18 vs. LAFAX (-10.42).
| AEPGX | LAFAX | AEPGX / LAFAX | |
| Total Expense Ratio | 0.83 | 1.11 | 75% |
| Annual Report Gross Expense Ratio | 0.83 | 1.46 | 57% |
| Fund Existence | 42 years | 26 years | - |
| Gain YTD | 3.933 | 4.754 | 83% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 198M | 71,212% |
| Annual Yield % from dividends | 2.56 | 3.10 | 83% |
| Returns for 1 year | 8.28 | 14.59 | 57% |
| Returns for 3 years | 18.54 | 32.81 | 57% |
| Returns for 5 years | -3.18 | -10.42 | 30% |
| Returns for 10 years | 46.68 | 48.85 | 96% |
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