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AEPGX vs LMGFX
AEPGX vs LMGFX Comparison
Open Charts AEPGX vs LMGFX
AEPGX vs LMGFX Comparison Chart in %
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AEPGX vs. LMGFX 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 LMGFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. LMGFX (6.94B). AEPGX pays higher dividends than LMGFX: AEPGX (2.56) vs LMGFX (1.28). AEPGX was incepted earlier than LMGFX: AEPGX (42 years) vs LMGFX (23 years). LMGFX (1.10) is less costly to investors than AEPGX (0.83). LMGFX is a more actively managed with annual turnover of: 68.00 vs. AEPGX (50.00). LMGFX has a lower initial minimum investment than AEPGX: LMGFX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 8.66 vs. LMGFX (2.57). LMGFX return over 5 years is better than : 12.42 vs. AEPGX (1.00).
| AEPGX | LMGFX | AEPGX / LMGFX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 0.83 | 1.10 | 75% |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | 8.015 | 3.447 | 233% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.94B | 1,973% |
| Annual Yield % from dividends | 2.56 | 1.28 | 200% |
| Returns for 1 year | 8.66 | 2.57 | 337% |
| Returns for 3 years | 30.30 | 37.26 | 81% |
| Returns for 5 years | 1.00 | 12.42 | 8% |
| Returns for 10 years | 47.95 | 124.79 | 38% |
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