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AEPGX vs LGGAX
AEPGX vs LGGAX Comparison
Open Charts AEPGX vs LGGAX
AEPGX vs LGGAX Comparison Chart in %
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AEPGX vs. LGGAX commentary
Aug 16, 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 LGGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. LGGAX (7.12B). AEPGX pays higher dividends than LGGAX: AEPGX (2.56) vs LGGAX (1.45). AEPGX was incepted earlier than LGGAX: AEPGX (42 years) vs LGGAX (18 years). LGGAX (1.10) is less costly to investors than AEPGX (0.83). LGGAX is a more actively managed with annual turnover of: 68.00 vs. AEPGX (50.00). AEPGX (6%) and LGGAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than LGGAX: AEPGX (250) vs LGGAX (1000). AEPGX annual gain was more profitable for investors over the last year : 7.85 vs. LGGAX (4.65). LGGAX return over 5 years is better than : 13.21 vs. AEPGX (-2.46).
| AEPGX | LGGAX | AEPGX / LGGAX | |
| Total Expense Ratio | 0.83 | 1.06 | 78% |
| Annual Report Gross Expense Ratio | 0.83 | 1.10 | 75% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 7.503 | 6.082 | 123% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.12B | 1,925% |
| Annual Yield % from dividends | 2.56 | 1.45 | 176% |
| Returns for 1 year | 7.85 | 4.65 | 169% |
| Returns for 3 years | 27.89 | 38.04 | 73% |
| Returns for 5 years | -2.46 | 13.21 | -19% |
| Returns for 10 years | 47.40 | 131.21 | 36% |
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