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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 23, 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 StrongBuy and MGRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. MGRVX (23.2B). 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 (7.17) and MGRVX (7.05) have marching annual gain over last year. MGRVX return over 5 years is better than : 18.81 vs. AEPCX (-3.27).
| 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 | 7.184 | 7.471 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23.2B | 591% |
| Annual Yield % from dividends | 2.13 | 0.88 | 242% |
| Returns for 1 year | 7.17 | 7.05 | 102% |
| Returns for 3 years | 26.10 | 35.20 | 74% |
| Returns for 5 years | -3.27 | 18.81 | -17% |
| Returns for 10 years | 40.04 | 102.68 | 39% |
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