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AEPCX vs MGRCX
AEPCX vs MGRCX Comparison
Open Charts AEPCX vs MGRCX
AEPCX vs MGRCX Comparison Chart in %
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AEPCX vs. MGRCX commentary
Aug 03, 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 MGRCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MGRCX (22.5B). AEPCX pays higher dividends than MGRCX: AEPCX (2.13) vs MGRCX (0.13). AEPCX was incepted earlier than MGRCX: AEPCX (25 years) vs MGRCX (30 years). MGRCX (1.82) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MGRCX (20.00). AEPCX has a lower initial minimum investment than MGRCX: AEPCX (250) vs MGRCX (1000). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. MGRCX (3.30). MGRCX return over 5 years is better than : 4.90 vs. AEPCX (-7.30).
| AEPCX | MGRCX | AEPCX / MGRCX | |
| Total Expense Ratio | 1.58 | 1.81 | 87% |
| Annual Report Gross Expense Ratio | 1.58 | 1.82 | 87% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 3.168 | 2.766 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.5B | 627% |
| Annual Yield % from dividends | 2.13 | 0.13 | 1,647% |
| Returns for 1 year | 6.78 | 3.30 | 205% |
| Returns for 3 years | 14.70 | 18.38 | 80% |
| Returns for 5 years | -7.30 | 4.90 | -149% |
| Returns for 10 years | 38.82 | 75.84 | 51% |
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