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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 04, 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 Buy and MGRQX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. MGRQX (22.8B). 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 : 5.43 vs. MGRQX (1.96). MGRQX return over 5 years is better than : 7.76 vs. AEPCX (-8.77).
| 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 | 3.393 | 3.033 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.8B | 627% |
| Annual Yield % from dividends | 2.11 | 0.54 | 395% |
| Returns for 1 year | 5.43 | 1.96 | 276% |
| Returns for 3 years | 17.84 | 22.27 | 80% |
| Returns for 5 years | -8.77 | 7.76 | -113% |
| Returns for 10 years | 44.80 | 91.00 | 49% |
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