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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
Jul 25, 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 Hold and LGGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. LGGAX (6.84B). AEPGX pays higher dividends than LGGAX: AEPGX (2.53) vs LGGAX (1.38). AEPGX was incepted earlier than LGGAX: AEPGX (42 years) vs LGGAX (17 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 : 2.41 vs. LGGAX (-0.37). LGGAX return over 5 years is better than : 10.29 vs. AEPGX (-6.41).
| 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 | 17 years | - |
| Gain YTD | 1.702 | 1.021 | 167% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.84B | 2,061% |
| Annual Yield % from dividends | 2.53 | 1.38 | 184% |
| Returns for 1 year | 2.41 | -0.37 | -646% |
| Returns for 3 years | 16.37 | 26.37 | 62% |
| Returns for 5 years | -6.41 | 10.29 | -62% |
| Returns for 10 years | 44.13 | 123.83 | 36% |
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