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AEPCX vs MGRRX
AEPCX vs MGRRX Comparison
Open Charts AEPCX vs MGRRX
AEPCX vs MGRRX Comparison Chart in %
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AEPCX vs. MGRRX commentary
Sep 13, 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 MGRRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. MGRRX (22.5B). AEPCX pays higher dividends than MGRRX: AEPCX (2.07) vs MGRRX (0.19). AEPCX was incepted earlier than MGRRX: AEPCX (26 years) vs MGRRX (18 years). MGRRX (1.82) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MGRRX (16.00). MGRRX has a lower initial minimum investment than AEPCX: MGRRX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. MGRRX (-0.78). MGRRX return over 5 years is better than : 3.62 vs. AEPCX (-8.48).
| AEPCX | MGRRX | AEPCX / MGRRX | |
| Total Expense Ratio | 1.58 | 1.81 | 87% |
| Annual Report Gross Expense Ratio | 1.58 | 1.82 | 87% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 6.041 | 3.367 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.5B | 622% |
| Annual Yield % from dividends | 2.07 | 0.19 | 1,078% |
| Returns for 1 year | 3.15 | -0.78 | -405% |
| Returns for 3 years | 24.32 | 25.48 | 95% |
| Returns for 5 years | -8.48 | 3.62 | -234% |
| Returns for 10 years | 40.12 | 75.67 | 53% |
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