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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
Jun 04, 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 TWGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TWGAX (2.25B). AEPGX pays higher dividends than TWGAX: AEPGX (2.47) 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 (35.00). 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 : 14.87 vs. TWGAX (0.92). AEPGX return over 5 years is better than : -1.55 vs. TWGAX (-12.41).
| 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 | 11.585 | 2.315 | 500% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.25B | 6,100% |
| Annual Yield % from dividends | 2.47 | 0.27 | 909% |
| Returns for 1 year | 14.87 | 0.92 | 1,615% |
| Returns for 3 years | 32.29 | 17.51 | 184% |
| Returns for 5 years | -1.55 | -12.41 | 12% |
| Returns for 10 years | 60.12 | 29.62 | 203% |
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