Interact to see
Advertisement
Advertisement
AEPCX vs MGRQX
AEPCX vs MGRQX Comparison
Open Charts AEPCX vs MGRQX
AEPCX vs MGRQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. MGRQX commentary
Sep 09, 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 MGRQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. MGRQX (23B). AEPCX pays higher dividends than MGRQX: AEPCX (2.07) vs MGRQX (0.51). AEPCX was incepted earlier than MGRQX: AEPCX (26 years) vs MGRQX (18 years). AEPCX (1.58) is less costly to investors than MGRQX (1.32). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MGRQX (16.00). MGRQX has a lower initial minimum investment than AEPCX: MGRQX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 6.63 vs. MGRQX (5.89). MGRQX return over 5 years is better than : 9.03 vs. AEPCX (-8.76).
| AEPCX | MGRQX | AEPCX / MGRQX | |
| Total Expense Ratio | 1.58 | 1.31 | 121% |
| Annual Report Gross Expense Ratio | 1.58 | 1.32 | 120% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 6.612 | 6.926 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23B | 596% |
| Annual Yield % from dividends | 2.07 | 0.51 | 406% |
| Returns for 1 year | 6.63 | 5.89 | 113% |
| Returns for 3 years | 23.70 | 30.64 | 77% |
| Returns for 5 years | -8.76 | 9.03 | -97% |
| Returns for 10 years | 36.66 | 85.20 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TSLTX | 6.53 | 0.05 | +0.77% |
| Transamerica Small Cap Value I3 | |||
| FTZFX | 79.25 | 0.42 | +0.53% |
| FullerThaler Behvrll Uncnstd Eq R6 | |||
| TSVAX | 23.68 | 0.07 | +0.30% |
| PGIM Quant Solutions Small-Cap Val A | |||
| SEFCX | 15.18 | -0.02 | -0.13% |
| SEI International Equity Y (SIT) | |||
| FUQIX | 26.78 | -0.18 | -0.67% |
| Fidelity SAI US Quality Index | |||