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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
Sep 12, 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: 140B vs. MGRAX (22.2B). AEPCX pays higher dividends than MGRAX: AEPCX (2.07) vs MGRAX (0.70). AEPCX was incepted earlier than MGRAX: AEPCX (26 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 (16.00). 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 : 3.15 vs. MGRAX (0.72). MGRAX return over 5 years is better than : 9.67 vs. AEPCX (-8.48).
| AEPCX | MGRAX | AEPCX / MGRAX | |
| Total Expense Ratio | 1.58 | 1.06 | 149% |
| Annual Report Gross Expense Ratio | 1.58 | 1.07 | 148% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 6.041 | 3.878 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.2B | 631% |
| Annual Yield % from dividends | 2.07 | 0.70 | 297% |
| Returns for 1 year | 3.15 | 0.72 | 435% |
| Returns for 3 years | 24.32 | 30.52 | 80% |
| Returns for 5 years | -8.48 | 9.67 | -88% |
| Returns for 10 years | 40.12 | 92.76 | 43% |
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