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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
Jul 14, 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 LMGNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. LMGNX (7.08B). AEPGX pays higher dividends than LMGNX: AEPGX (2.53) vs LMGNX (1.47). 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). LMGNX (5.68) and AEPGX (5.55) have marching annual gain over last year. LMGNX return over 5 years is better than : 15.83 vs. AEPGX (-5.69).
| 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 | 2.578 | 4.060 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.08B | 1,991% |
| Annual Yield % from dividends | 2.53 | 1.47 | 172% |
| Returns for 1 year | 5.55 | 5.68 | 98% |
| Returns for 3 years | 16.83 | 30.98 | 54% |
| Returns for 5 years | -5.69 | 15.83 | -36% |
| Returns for 10 years | 45.72 | 142.10 | 32% |
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