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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
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 MGRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. MGRTX (23.2B). AEPCX pays higher dividends than MGRTX: AEPCX (2.13) 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 : 7.17 vs. MGRTX (6.69). MGRTX return over 5 years is better than : 17.02 vs. AEPCX (-3.27).
| 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 | 7.184 | 7.305 | 98% |
| 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 | 0.66 | 322% |
| Returns for 1 year | 7.17 | 6.69 | 107% |
| Returns for 3 years | 26.10 | 33.96 | 77% |
| Returns for 5 years | -3.27 | 17.02 | -19% |
| Returns for 10 years | 40.04 | 96.99 | 41% |
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