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AEPCX vs MGRBX
AEPCX vs MGRBX Comparison
Open Charts AEPCX vs MGRBX
AEPCX vs MGRBX Comparison Chart in %
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AEPCX vs. MGRBX 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 MGRBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. MGRBX (22.2B). AEPCX pays higher dividends than MGRBX: AEPCX (2.07) vs MGRBX (0.00). AEPCX was incepted earlier than MGRBX: AEPCX (26 years) vs MGRBX (31 years). MGRBX (1.82) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MGRBX (16.00). AEPCX has a lower initial minimum investment than MGRBX: AEPCX (250) vs MGRBX (1000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. MGRBX (-0.38). MGRBX return over 5 years is better than : 5.09 vs. AEPCX (-8.48).
| AEPCX | MGRBX | AEPCX / MGRBX | |
| Total Expense Ratio | 1.58 | 1.81 | 87% |
| Annual Report Gross Expense Ratio | 1.58 | 1.82 | 87% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 6.041 | 3.349 | 180% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 3.15 | -0.38 | -837% |
| Returns for 3 years | 24.32 | 26.61 | 91% |
| Returns for 5 years | -8.48 | 5.09 | -166% |
| Returns for 10 years | 40.12 | 78.60 | 51% |
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