Interact to see
Advertisement
Advertisement
AEPCX vs MGRCX
AEPCX vs MGRCX Comparison
Open Charts AEPCX vs MGRCX
AEPCX vs MGRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. MGRCX 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 MGRCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. MGRCX (22.2B). AEPCX pays higher dividends than MGRCX: AEPCX (2.07) vs MGRCX (0.13). AEPCX was incepted earlier than MGRCX: AEPCX (26 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 (16.00). 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 : 3.15 vs. MGRCX (-0.61). MGRCX return over 5 years is better than : 4.15 vs. AEPCX (-8.48).
| AEPCX | MGRCX | AEPCX / MGRCX | |
| Total Expense Ratio | 1.58 | 1.81 | 87% |
| Annual Report Gross Expense Ratio | 1.58 | 1.82 | 87% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 6.041 | 3.344 | 181% |
| 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 | 0.13 | 1,655% |
| Returns for 1 year | 3.15 | -0.61 | -518% |
| Returns for 3 years | 24.32 | 25.97 | 94% |
| Returns for 5 years | -8.48 | 4.15 | -204% |
| Returns for 10 years | 40.12 | 76.40 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers