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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
Jun 24, 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 MGRRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. MGRRX (22.7B). AEPCX pays higher dividends than MGRRX: AEPCX (2.06) vs MGRRX (0.20). AEPCX was incepted earlier than MGRRX: AEPCX (25 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 (20.00). 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 : 12.62 vs. MGRRX (3.83). MGRRX return over 5 years is better than : 3.70 vs. AEPCX (-6.03).
| AEPCX | MGRRX | AEPCX / MGRRX | |
| Total Expense Ratio | 1.58 | 1.81 | 87% |
| Annual Report Gross Expense Ratio | 1.58 | 1.82 | 87% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 6.335 | 2.045 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.7B | 630% |
| Annual Yield % from dividends | 2.06 | 0.20 | 1,042% |
| Returns for 1 year | 12.62 | 3.83 | 329% |
| Returns for 3 years | 23.00 | 20.71 | 111% |
| Returns for 5 years | -6.03 | 3.70 | -163% |
| Returns for 10 years | 53.69 | 87.11 | 62% |
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