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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MGRVX (22.5B). AEPCX pays higher dividends than MGRVX: AEPCX (2.13) vs MGRVX (0.88). 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 : 6.78 vs. MGRVX (4.97). MGRVX return over 5 years is better than : 12.93 vs. AEPCX (-7.30).
| 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 | 3.168 | 3.367 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.5B | 627% |
| Annual Yield % from dividends | 2.13 | 0.88 | 242% |
| Returns for 1 year | 6.78 | 4.97 | 136% |
| Returns for 3 years | 14.70 | 23.67 | 62% |
| Returns for 5 years | -7.30 | 12.93 | -56% |
| Returns for 10 years | 38.82 | 100.22 | 39% |
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