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AEPCX vs MGRTX
AEPCX vs MGRTX Comparison
Open Charts AEPCX vs MGRTX
AEPCX vs MGRTX Comparison Chart in %
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AEPCX vs. MGRTX 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 MGRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. MGRTX (22.7B). AEPCX pays higher dividends than MGRTX: AEPCX (2.06) vs MGRTX (0.66). AEPCX was incepted earlier than MGRTX: AEPCX (25 years) vs MGRTX (18 years). AEPCX (1.58) is less costly to investors than MGRTX (1.07). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MGRTX (20.00). MGRTX has a lower initial minimum investment than AEPCX: MGRTX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 9.08 vs. MGRTX (5.38). MGRTX return over 5 years is better than : 10.49 vs. AEPCX (-9.45).
| AEPCX | MGRTX | AEPCX / MGRTX | |
| Total Expense Ratio | 1.58 | 1.06 | 149% |
| Annual Report Gross Expense Ratio | 1.58 | 1.07 | 148% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 3.272 | 2.399 | 136% |
| 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 | 0.66 | 313% |
| Returns for 1 year | 9.08 | 5.38 | 169% |
| Returns for 3 years | 19.46 | 25.43 | 77% |
| Returns for 5 years | -9.45 | 10.49 | -90% |
| Returns for 10 years | 49.26 | 108.10 | 46% |
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