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AEPCX vs MGRAX
AEPCX vs MGRAX Comparison
Open Charts AEPCX vs MGRAX
AEPCX vs MGRAX Comparison Chart in %
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AEPCX vs. MGRAX commentary
Jul 08, 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 AEPCX is a Buy and MGRAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. MGRAX (22.8B). AEPCX pays higher dividends than MGRAX: AEPCX (2.11) vs MGRAX (0.73). AEPCX was incepted earlier than MGRAX: AEPCX (25 years) vs MGRAX (31 years). AEPCX (1.58) is less costly to investors than MGRAX (1.07). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MGRAX (20.00). AEPCX has a lower initial minimum investment than MGRAX: AEPCX (250) vs MGRAX (1000). AEPCX annual gain was more profitable for investors over the last year : 6.92 vs. MGRAX (2.60). MGRAX return over 5 years is better than : 10.19 vs. AEPCX (-6.64).
| AEPCX | MGRAX | AEPCX / MGRAX | |
| Total Expense Ratio | 1.58 | 1.06 | 149% |
| Annual Report Gross Expense Ratio | 1.58 | 1.07 | 148% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 5.072 | 3.157 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.8B | 627% |
| Annual Yield % from dividends | 2.11 | 0.73 | 289% |
| Returns for 1 year | 6.92 | 2.60 | 266% |
| Returns for 3 years | 22.22 | 27.86 | 80% |
| Returns for 5 years | -6.64 | 10.19 | -65% |
| Returns for 10 years | 48.08 | 99.67 | 48% |
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