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AEGFX vs MGRQX
AEGFX vs MGRQX Comparison
Open Charts AEGFX vs MGRQX
AEGFX vs MGRQX Comparison Chart in %
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AEGFX vs. MGRQX commentary
Jul 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 AEGFX is a Buy and MGRQX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. MGRQX (22.8B). AEGFX pays higher dividends than MGRQX: AEGFX (2.53) vs MGRQX (0.54). AEGFX was incepted earlier than MGRQX: AEGFX (25 years) vs MGRQX (18 years). MGRQX (1.32) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. MGRQX (20.00). MGRQX has a lower initial minimum investment than AEGFX: MGRQX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 6.79 vs. MGRQX (1.96). MGRQX return over 5 years is better than : 7.76 vs. AEGFX (-4.97).
| AEGFX | MGRQX | AEGFX / MGRQX | |
| Total Expense Ratio | 0.86 | 1.31 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.32 | 65% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 4.039 | 3.033 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.8B | 627% |
| Annual Yield % from dividends | 2.53 | 0.54 | 472% |
| Returns for 1 year | 6.79 | 1.96 | 346% |
| Returns for 3 years | 21.51 | 22.27 | 97% |
| Returns for 5 years | -4.97 | 7.76 | -64% |
| Returns for 10 years | 52.56 | 91.00 | 58% |
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