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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
Jun 21, 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 MGRDX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. MGRDX (22.7B). AEPCX pays higher dividends than MGRDX: AEPCX (2.06) 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 annual gain was more profitable for investors over the last year : 10.87 vs. MGRDX (5.07). MGRDX return over 5 years is better than : 12.25 vs. AEPCX (-5.81).
| 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 | 5.505 | 2.570 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.7B | 630% |
| Annual Yield % from dividends | 2.06 | 1.00 | 207% |
| Returns for 1 year | 10.87 | 5.07 | 214% |
| Returns for 3 years | 14.73 | 19.91 | 74% |
| Returns for 5 years | -5.81 | 12.25 | -47% |
| Returns for 10 years | 45.89 | 102.80 | 45% |
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