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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
Sep 12, 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 LMGFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. LMGFX (6.64B). AEPGX pays higher dividends than LMGFX: AEPGX (2.48) vs LMGFX (1.27). 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 : 4.61 vs. LMGFX (-4.24). LMGFX return over 5 years is better than : 5.21 vs. AEPGX (-4.41).
| 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 | 6.924 | -0.506 | -1,367% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.64B | 2,110% |
| Annual Yield % from dividends | 2.48 | 1.27 | 196% |
| Returns for 1 year | 4.61 | -4.24 | -109% |
| Returns for 3 years | 28.47 | 31.45 | 91% |
| Returns for 5 years | -4.41 | 5.21 | -85% |
| Returns for 10 years | 48.08 | 120.47 | 40% |
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