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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MGRTX (22.6B). AEPCX pays higher dividends than MGRTX: AEPCX (2.11) vs MGRTX (0.67). 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 : 4.09 vs. MGRTX (3.16). MGRTX return over 5 years is better than : 9.77 vs. AEPCX (-9.69).
| 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 | 1.869 | 2.656 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.6B | 624% |
| Annual Yield % from dividends | 2.11 | 0.67 | 315% |
| Returns for 1 year | 4.09 | 3.16 | 129% |
| Returns for 3 years | 13.07 | 20.77 | 63% |
| Returns for 5 years | -9.69 | 9.77 | -99% |
| Returns for 10 years | 37.90 | 97.10 | 39% |
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