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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
Sep 12, 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 LMGTX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. LMGTX (6.64B). AEPGX pays higher dividends than LMGTX: AEPGX (2.48) vs LMGTX (0.86). 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 : 4.61 vs. LMGTX (-5.77). LMGTX return over 5 years is better than : 0.40 vs. AEPGX (-4.41).
| 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 | 6.924 | -1.000 | -693% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.64B | 2,110% |
| Annual Yield % from dividends | 2.48 | 0.86 | 288% |
| Returns for 1 year | 4.61 | -5.77 | -80% |
| Returns for 3 years | 28.47 | 27.55 | 103% |
| Returns for 5 years | -4.41 | 0.40 | -1,091% |
| Returns for 10 years | 48.08 | 103.40 | 46% |
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