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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. LMGNX (6.64B). AEPGX pays higher dividends than LMGNX: AEPGX (2.48) vs LMGNX (1.54). AEPGX was incepted earlier than LMGNX: AEPGX (42 years) vs LMGNX (23 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 : 4.61 vs. LMGNX (-3.72). LMGNX return over 5 years is better than : 7.23 vs. AEPGX (-4.41).
| 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 | 23 years | - |
| Gain YTD | 6.924 | -0.297 | -2,333% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.64B | 2,110% |
| Annual Yield % from dividends | 2.48 | 1.54 | 161% |
| Returns for 1 year | 4.61 | -3.72 | -124% |
| Returns for 3 years | 28.47 | 32.97 | 86% |
| Returns for 5 years | -4.41 | 7.23 | -61% |
| Returns for 10 years | 48.08 | 127.07 | 38% |
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