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AEPCX vs MGRVX
AEPCX vs MGRVX Comparison
Open Charts AEPCX vs MGRVX
AEPCX vs MGRVX Comparison Chart in %
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AEPCX vs. MGRVX commentary
Jun 04, 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 MGRVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. MGRVX (23B). AEPCX pays higher dividends than MGRVX: AEPCX (2.06) vs MGRVX (0.88). AEPCX was incepted earlier than MGRVX: AEPCX (25 years) vs MGRVX (18 years). AEPCX (1.57) is less costly to investors than MGRVX (0.82). AEPCX is a more actively managed with annual turnover of: 35.00 vs. MGRVX (20.00). MGRVX has a lower initial minimum investment than AEPCX: MGRVX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. MGRVX (5.74). MGRVX return over 5 years is better than : 13.77 vs. AEPCX (-5.59).
| AEPCX | MGRVX | AEPCX / MGRVX | |
| Total Expense Ratio | 1.57 | 0.81 | 194% |
| Annual Report Gross Expense Ratio | 1.57 | 0.82 | 191% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 11.217 | 3.662 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23B | 596% |
| Annual Yield % from dividends | 2.06 | 0.88 | 234% |
| Returns for 1 year | 13.48 | 5.74 | 235% |
| Returns for 3 years | 28.39 | 27.90 | 102% |
| Returns for 5 years | -5.59 | 13.77 | -41% |
| Returns for 10 years | 51.98 | 105.14 | 49% |
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