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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
Sep 12, 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 MGRTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. MGRTX (22.2B). AEPCX pays higher dividends than MGRTX: AEPCX (2.07) vs MGRTX (0.64). AEPCX was incepted earlier than MGRTX: AEPCX (26 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 (16.00). 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 : 3.15 vs. MGRTX (0.68). MGRTX return over 5 years is better than : 10.38 vs. AEPCX (-8.48).
| AEPCX | MGRTX | AEPCX / MGRTX | |
| Total Expense Ratio | 1.58 | 1.06 | 149% |
| Annual Report Gross Expense Ratio | 1.58 | 1.07 | 148% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 6.041 | 3.877 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.2B | 631% |
| Annual Yield % from dividends | 2.07 | 0.64 | 324% |
| Returns for 1 year | 3.15 | 0.68 | 461% |
| Returns for 3 years | 24.32 | 30.36 | 80% |
| Returns for 5 years | -8.48 | 10.38 | -82% |
| Returns for 10 years | 40.12 | 95.26 | 42% |
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