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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 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. MGRVX (22.7B). 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 (1.58) 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 : 9.08 vs. MGRVX (5.73). MGRVX return over 5 years is better than : 12.16 vs. AEPCX (-9.45).
| 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 | 3.272 | 2.504 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.7B | 630% |
| Annual Yield % from dividends | 2.06 | 0.88 | 234% |
| Returns for 1 year | 9.08 | 5.73 | 158% |
| Returns for 3 years | 19.46 | 26.57 | 73% |
| Returns for 5 years | -9.45 | 12.16 | -78% |
| Returns for 10 years | 49.26 | 113.97 | 43% |
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