Interact to see
Advertisement
Advertisement
AEPGX vs LMGFX
AEPGX vs LMGFX Comparison
Open Charts AEPGX vs LMGFX
AEPGX vs LMGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. LMGFX commentary
Jul 26, 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 LMGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. LMGFX (6.84B). AEPGX pays higher dividends than LMGFX: AEPGX (2.53) vs LMGFX (1.21). 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 : 2.41 vs. LMGFX (-0.13). LMGFX return over 5 years is better than : 10.44 vs. AEPGX (-6.41).
| 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 | 1.702 | 0.999 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.84B | 2,061% |
| Annual Yield % from dividends | 2.53 | 1.21 | 209% |
| Returns for 1 year | 2.41 | -0.13 | -1,828% |
| Returns for 3 years | 16.37 | 26.58 | 62% |
| Returns for 5 years | -6.41 | 10.44 | -61% |
| Returns for 10 years | 44.13 | 124.15 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement