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AEPCX vs MGRRX
AEPCX vs MGRRX Comparison
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AEPCX vs MGRRX Comparison Chart in %
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AEPCX vs. MGRRX commentary
Aug 23, 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 StrongBuy and MGRRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. MGRRX (23.2B). AEPCX pays higher dividends than MGRRX: AEPCX (2.13) 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 : 7.17 vs. MGRRX (5.14). MGRRX return over 5 years is better than : 9.85 vs. AEPCX (-3.27).
| 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 | 7.184 | 6.810 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23.2B | 591% |
| Annual Yield % from dividends | 2.13 | 0.20 | 1,072% |
| Returns for 1 year | 7.17 | 5.14 | 139% |
| Returns for 3 years | 26.10 | 28.93 | 90% |
| Returns for 5 years | -3.27 | 9.85 | -33% |
| Returns for 10 years | 40.04 | 77.20 | 52% |
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