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AEPGX vs LMGNX
AEPGX vs LMGNX Comparison
Open Charts AEPGX vs LMGNX
AEPGX vs LMGNX Comparison Chart in %
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AEPGX vs. LMGNX commentary
Aug 03, 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 LMGNX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. LMGNX (6.84B). AEPGX pays higher dividends than LMGNX: AEPGX (2.56) vs LMGNX (1.55). AEPGX was incepted earlier than LMGNX: AEPGX (42 years) vs LMGNX (22 years). AEPGX (0.83) and LMGNX (0.80) have similar cost to investors . LMGNX is a more actively managed with annual turnover of: 68.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than LMGNX: AEPGX (250) vs LMGNX (1000000). AEPGX annual gain was more profitable for investors over the last year : 8.28 vs. LMGNX (3.89). LMGNX return over 5 years is better than : 12.32 vs. AEPGX (-3.18).
| AEPGX | LMGNX | AEPGX / LMGNX | |
| Total Expense Ratio | 0.83 | 0.80 | 104% |
| Annual Report Gross Expense Ratio | 0.83 | 0.80 | 104% |
| Fund Existence | 42 years | 22 years | - |
| Gain YTD | 3.933 | 1.376 | 286% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.84B | 2,061% |
| Annual Yield % from dividends | 2.56 | 1.55 | 165% |
| Returns for 1 year | 8.28 | 3.89 | 213% |
| Returns for 3 years | 18.54 | 28.78 | 64% |
| Returns for 5 years | -3.18 | 12.32 | -26% |
| Returns for 10 years | 46.68 | 130.48 | 36% |
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