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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
Jul 14, 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: 141B vs. MGRDX (22.6B). AEPCX pays higher dividends than MGRDX: AEPCX (2.11) vs MGRDX (1.02). 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 : 4.09 vs. MGRDX (3.60). MGRDX return over 5 years is better than : 10.78 vs. AEPCX (-9.69).
| 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 | 1.869 | 2.843 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.6B | 624% |
| Annual Yield % from dividends | 2.11 | 1.02 | 208% |
| Returns for 1 year | 4.09 | 3.60 | 113% |
| Returns for 3 years | 13.07 | 22.29 | 59% |
| Returns for 5 years | -9.69 | 10.78 | -90% |
| Returns for 10 years | 37.90 | 100.39 | 38% |
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