Interact to see
Advertisement
Advertisement
AEPCX vs MGRBX
AEPCX vs MGRBX Comparison
Open Charts AEPCX vs MGRBX
AEPCX vs MGRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. MGRBX commentary
Jul 14, 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 MGRBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MGRBX (22.6B). AEPCX pays higher dividends than MGRBX: AEPCX (2.11) vs MGRBX (0.00). AEPCX was incepted earlier than MGRBX: AEPCX (25 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 (20.00). 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 : 4.09 vs. MGRBX (2.08). MGRBX return over 5 years is better than : 4.50 vs. AEPCX (-9.69).
| AEPCX | MGRBX | AEPCX / MGRBX | |
| Total Expense Ratio | 1.58 | 1.81 | 87% |
| Annual Report Gross Expense Ratio | 1.58 | 1.82 | 87% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 1.869 | 2.248 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.6B | 624% |
| Annual Yield % from dividends | 2.11 | 0.00 | - |
| Returns for 1 year | 4.09 | 2.08 | 196% |
| Returns for 3 years | 13.07 | 17.27 | 76% |
| Returns for 5 years | -9.69 | 4.50 | -215% |
| Returns for 10 years | 37.90 | 80.22 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement