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AEPCX vs MGRDX
AEPCX vs MGRDX Comparison
Open Charts AEPCX vs MGRDX
AEPCX vs MGRDX Comparison Chart in %
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AEPCX vs. MGRDX commentary
Aug 23, 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 StrongBuy and MGRDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. MGRDX (23.2B). AEPCX pays higher dividends than MGRDX: AEPCX (2.13) vs MGRDX (1.00). AEPCX was incepted earlier than MGRDX: AEPCX (25 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 (20.00). MGRDX has a lower initial minimum investment than AEPCX: MGRDX (0) vs AEPCX (250). AEPCX (7.17) and MGRDX (7.16) have marching annual gain over last year. MGRDX return over 5 years is better than : 18.10 vs. AEPCX (-3.27).
| AEPCX | MGRDX | AEPCX / MGRDX | |
| Total Expense Ratio | 1.58 | 0.69 | 229% |
| Annual Report Gross Expense Ratio | 1.58 | 0.70 | 226% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 7.184 | 7.561 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23.2B | 591% |
| Annual Yield % from dividends | 2.13 | 1.00 | 213% |
| Returns for 1 year | 7.17 | 7.16 | 100% |
| Returns for 3 years | 26.10 | 35.66 | 73% |
| Returns for 5 years | -3.27 | 18.10 | -18% |
| Returns for 10 years | 40.04 | 100.33 | 40% |
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