AEPGX
Price
$62.07
Change
-$1.04 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
LOAGX
Price
$20.73
Change
-$0.70 (-3.27%)
Updated
Jul 13 closing price
Net Assets
6.38M
Interact to see
Advertisement

AEPGX vs LOAGX

AEPGX vs LOAGX Comparison Chart in %
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. LOAGX (6.38M). AEPGX pays higher dividends than LOAGX: AEPGX (2.53) vs LOAGX (0.28). AEPGX was incepted earlier than LOAGX: AEPGX (42 years) vs LOAGX (5 years). LOAGX (7.34) is less costly to investors than AEPGX (0.83). LOAGX is a more actively managed with annual turnover of: 125.00 vs. AEPGX (50.00). LOAGX has a lower initial minimum investment than AEPGX: LOAGX (0) vs AEPGX (250). LOAGX annual gain was more profitable for investors over the last year : 34.45 vs. AEPGX (5.55). LOAGX return over 5 years is better than : 42.94 vs. AEPGX (-5.69).
AEPGXLOAGXAEPGX / LOAGX
Total Expense Ratio0.830.64130%
Annual Report Gross Expense Ratio0.837.3411%
Fund Existence42 years5 years-
Gain YTD2.57824.44811%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B6.38M2,211,765%
Annual Yield % from dividends2.530.28893%
Returns for 1 year5.5534.4516%
Returns for 3 years16.8369.6824%
Returns for 5 years-5.6942.94-13%
Returns for 10 years45.72N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ICWIX8.810.09
+1.03%
Integrity Mid-North American Resources I
FTCWX14.63N/A
N/A
Fidelity Advisor Asset Manager 20% C
SSCOX6.78N/A
N/A
Touchstone Small Company C
MSVVX5.49N/A
N/A
MetLife Small Company Equity Investor
DAABX24.82-0.03
-0.12%
DFA US Sustainability Targeted Val Instl