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AEPCX vs MGRQX
AEPCX vs MGRQX Comparison
Open Charts AEPCX vs MGRQX
AEPCX vs MGRQX Comparison Chart in %
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AEPCX vs. MGRQX commentary
Jul 25, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MGRQX (22B). AEPCX pays higher dividends than MGRQX: AEPCX (2.11) vs MGRQX (0.54). AEPCX was incepted earlier than MGRQX: AEPCX (25 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 (20.00). 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 : 0.99 vs. MGRQX (-1.81). MGRQX return over 5 years is better than : 5.14 vs. AEPCX (-10.38).
| AEPCX | MGRQX | AEPCX / MGRQX | |
| Total Expense Ratio | 1.58 | 1.31 | 121% |
| Annual Report Gross Expense Ratio | 1.58 | 1.32 | 120% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 0.969 | 0.573 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22B | 641% |
| Annual Yield % from dividends | 2.11 | 0.54 | 395% |
| Returns for 1 year | 0.99 | -1.81 | -55% |
| Returns for 3 years | 12.61 | 17.34 | 73% |
| Returns for 5 years | -10.38 | 5.14 | -202% |
| Returns for 10 years | 36.41 | 82.46 | 44% |
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