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AEPGX vs TWGAX
AEPGX vs TWGAX Comparison
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AEPGX vs TWGAX Comparison Chart in %
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AEPGX vs. TWGAX 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 TWGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TWGAX (2.19B). AEPGX pays higher dividends than TWGAX: AEPGX (2.56) vs TWGAX (0.27). AEPGX was incepted earlier than TWGAX: AEPGX (42 years) vs TWGAX (30 years). TWGAX (1.47) is less costly to investors than AEPGX (0.83). TWGAX is a more actively managed with annual turnover of: 65.00 vs. AEPGX (50.00). AEPGX (6%) and TWGAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than TWGAX: AEPGX (250) vs TWGAX (2500). AEPGX annual gain was more profitable for investors over the last year : 8.66 vs. TWGAX (3.22). AEPGX return over 5 years is better than : 1.00 vs. TWGAX (-12.67).
| AEPGX | TWGAX | AEPGX / TWGAX | |
| Total Expense Ratio | 0.83 | 1.44 | 58% |
| Annual Report Gross Expense Ratio | 0.83 | 1.47 | 56% |
| Fund Existence | 42 years | 30 years | - |
| Gain YTD | 8.015 | 4.124 | 194% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,247% |
| Annual Yield % from dividends | 2.56 | 0.27 | 937% |
| Returns for 1 year | 8.66 | 3.22 | 269% |
| Returns for 3 years | 30.30 | 25.70 | 118% |
| Returns for 5 years | 1.00 | -12.67 | -8% |
| Returns for 10 years | 47.95 | 30.87 | 155% |
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