Interact to see
Advertisement
Advertisement
AEPCX vs MGRAX
AEPCX vs MGRAX Comparison
Open Charts AEPCX vs MGRAX
AEPCX vs MGRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. MGRAX commentary
Jul 28, 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 Hold and MGRAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MGRAX (22.1B). 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 : 1.92 vs. MGRAX (-0.66). MGRAX return over 5 years is better than : 8.51 vs. AEPCX (-9.24).
| 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 | 1.367 | 0.699 | 196% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.1B | 638% |
| Annual Yield % from dividends | 2.11 | 0.73 | 289% |
| Returns for 1 year | 1.92 | -0.66 | -293% |
| Returns for 3 years | 12.05 | 18.57 | 65% |
| Returns for 5 years | -9.24 | 8.51 | -109% |
| Returns for 10 years | 35.04 | 86.46 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement