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AEPGX vs TWGAX
AEPGX vs TWGAX Comparison
Open Charts AEPGX vs TWGAX
AEPGX vs TWGAX Comparison Chart in %
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AEPGX vs. TWGAX commentary
Aug 03, 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 TWGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. TWGAX (2.2B). 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 : 8.28 vs. TWGAX (4.04). AEPGX return over 5 years is better than : -3.18 vs. TWGAX (-13.55).
| 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 | 3.933 | 2.026 | 194% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.2B | 6,400% |
| Annual Yield % from dividends | 2.56 | 0.27 | 937% |
| Returns for 1 year | 8.28 | 4.04 | 205% |
| Returns for 3 years | 18.54 | 16.03 | 116% |
| Returns for 5 years | -3.18 | -13.55 | 23% |
| Returns for 10 years | 46.68 | 31.11 | 150% |
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