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AEPGX vs LMGTX
AEPGX vs LMGTX Comparison
Open Charts AEPGX vs LMGTX
AEPGX vs LMGTX Comparison Chart in %
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AEPGX vs. LMGTX 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 LMGTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. LMGTX (7.08B). AEPGX pays higher dividends than LMGTX: AEPGX (2.53) vs LMGTX (0.82). AEPGX was incepted earlier than LMGTX: AEPGX (42 years) vs LMGTX (31 years). LMGTX (1.80) is less costly to investors than AEPGX (0.83). LMGTX is a more actively managed with annual turnover of: 68.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than LMGTX: AEPGX (250) vs LMGTX (1000). AEPGX annual gain was more profitable for investors over the last year : 5.55 vs. LMGTX (3.42). LMGTX return over 5 years is better than : 8.46 vs. AEPGX (-5.69).
| AEPGX | LMGTX | AEPGX / LMGTX | |
| Total Expense Ratio | 0.83 | 1.80 | 46% |
| Annual Report Gross Expense Ratio | 0.83 | 1.80 | 46% |
| Fund Existence | 42 years | 31 years | - |
| Gain YTD | 2.578 | 3.490 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.08B | 1,991% |
| Annual Yield % from dividends | 2.53 | 0.82 | 308% |
| Returns for 1 year | 5.55 | 3.42 | 162% |
| Returns for 3 years | 16.83 | 25.65 | 66% |
| Returns for 5 years | -5.69 | 8.46 | -67% |
| Returns for 10 years | 45.72 | 116.85 | 39% |
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