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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
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 MGRVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. MGRVX (22.5B). AEPCX pays higher dividends than MGRVX: AEPCX (2.07) vs MGRVX (0.85). AEPCX was incepted earlier than MGRVX: AEPCX (26 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 (16.00). 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 : 3.15 vs. MGRVX (1.01). MGRVX return over 5 years is better than : 12.08 vs. AEPCX (-8.48).
| AEPCX | MGRVX | AEPCX / MGRVX | |
| Total Expense Ratio | 1.58 | 0.81 | 195% |
| Annual Report Gross Expense Ratio | 1.58 | 0.82 | 193% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 6.041 | 4.061 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.5B | 622% |
| Annual Yield % from dividends | 2.07 | 0.85 | 243% |
| Returns for 1 year | 3.15 | 1.01 | 310% |
| Returns for 3 years | 24.32 | 31.59 | 77% |
| Returns for 5 years | -8.48 | 12.08 | -70% |
| Returns for 10 years | 40.12 | 100.83 | 40% |
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