Interact to see
Advertisement
Advertisement
AEPCX vs MGRDX
AEPCX vs MGRDX Comparison
Open Charts AEPCX vs MGRDX
AEPCX vs MGRDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. MGRDX commentary
Sep 13, 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 MGRDX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. MGRDX (22.2B). AEPCX pays higher dividends than MGRDX: AEPCX (2.07) vs MGRDX (0.97). AEPCX was incepted earlier than MGRDX: AEPCX (26 years) vs MGRDX (20 years). AEPCX (1.58) is less costly to investors than MGRDX (0.70). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MGRDX (16.00). MGRDX has a lower initial minimum investment than AEPCX: MGRDX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. MGRDX (1.10). MGRDX return over 5 years is better than : 11.40 vs. AEPCX (-8.48).
| AEPCX | MGRDX | AEPCX / MGRDX | |
| Total Expense Ratio | 1.58 | 0.69 | 229% |
| Annual Report Gross Expense Ratio | 1.58 | 0.70 | 226% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 6.041 | 4.128 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.2B | 631% |
| Annual Yield % from dividends | 2.07 | 0.97 | 214% |
| Returns for 1 year | 3.15 | 1.10 | 287% |
| Returns for 3 years | 24.32 | 32.01 | 76% |
| Returns for 5 years | -8.48 | 11.40 | -74% |
| Returns for 10 years | 40.12 | 98.53 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers