Interact to see
Advertisement
Advertisement
AEPCX vs MGRVX
AEPCX vs MGRVX Comparison
Open Charts AEPCX vs MGRVX
AEPCX vs MGRVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. MGRVX 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 MGRVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MGRVX (22.6B). AEPCX pays higher dividends than MGRVX: AEPCX (2.11) vs MGRVX (0.89). AEPCX was incepted earlier than MGRVX: AEPCX (25 years) vs MGRVX (18 years). AEPCX (1.58) is less costly to investors than MGRVX (0.82). AEPCX is a more actively managed with annual turnover of: 50.00 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 : 4.09 vs. MGRVX (3.50). MGRVX return over 5 years is better than : 11.46 vs. AEPCX (-9.69).
| AEPCX | MGRVX | AEPCX / MGRVX | |
| Total Expense Ratio | 1.58 | 0.81 | 195% |
| Annual Report Gross Expense Ratio | 1.58 | 0.82 | 193% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 1.869 | 2.778 | 67% |
| 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 | 0.89 | 236% |
| Returns for 1 year | 4.09 | 3.50 | 117% |
| Returns for 3 years | 13.07 | 21.87 | 60% |
| Returns for 5 years | -9.69 | 11.46 | -85% |
| Returns for 10 years | 37.90 | 102.71 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers