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AEPGX vs LMGRX
AEPGX vs LMGRX Comparison
Open Charts AEPGX vs LMGRX
AEPGX vs LMGRX Comparison Chart in %
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AEPGX vs. LMGRX commentary
Aug 23, 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 StrongBuy and LMGRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. LMGRX (6.94B). AEPGX pays higher dividends than LMGRX: AEPGX (2.56) vs LMGRX (1.13). AEPGX was incepted earlier than LMGRX: AEPGX (42 years) vs LMGRX (20 years). LMGRX (1.40) is less costly to investors than AEPGX (0.83). LMGRX is a more actively managed with annual turnover of: 68.00 vs. AEPGX (50.00). LMGRX has a lower initial minimum investment than AEPGX: LMGRX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 8.66 vs. LMGRX (2.01). LMGRX return over 5 years is better than : 10.39 vs. AEPGX (1.00).
| AEPGX | LMGRX | AEPGX / LMGRX | |
| Total Expense Ratio | 0.83 | 1.40 | 59% |
| Annual Report Gross Expense Ratio | 0.83 | 1.40 | 59% |
| Fund Existence | 42 years | 20 years | - |
| Gain YTD | 8.015 | 3.235 | 248% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.94B | 1,973% |
| Annual Yield % from dividends | 2.56 | 1.13 | 227% |
| Returns for 1 year | 8.66 | 2.01 | 432% |
| Returns for 3 years | 30.30 | 35.70 | 85% |
| Returns for 5 years | 1.00 | 10.39 | 10% |
| Returns for 10 years | 47.95 | 118.11 | 41% |
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