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AEPFX vs MGRCX
AEPFX vs MGRCX Comparison
Open Charts AEPFX vs MGRCX
AEPFX vs MGRCX Comparison Chart in %
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AEPFX vs. MGRCX commentary
Jun 21, 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 AEPFX is a Hold and MGRCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. MGRCX (22.7B). AEPFX pays higher dividends than MGRCX: AEPFX (2.64) vs MGRCX (0.13). AEPFX was incepted earlier than MGRCX: AEPFX (18 years) vs MGRCX (30 years). MGRCX (1.82) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. MGRCX (20.00). AEPFX has a lower initial minimum investment than MGRCX: AEPFX (250) vs MGRCX (1000). AEPFX annual gain was more profitable for investors over the last year : 12.68 vs. MGRCX (3.30). MGRCX return over 5 years is better than : 4.92 vs. AEPFX (0.68).
| AEPFX | MGRCX | AEPFX / MGRCX | |
| Total Expense Ratio | 0.59 | 1.81 | 33% |
| Annual Report Gross Expense Ratio | 0.59 | 1.82 | 32% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 6.297 | 2.045 | 308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.7B | 630% |
| Annual Yield % from dividends | 2.64 | 0.13 | 2,046% |
| Returns for 1 year | 12.68 | 3.30 | 384% |
| Returns for 3 years | 17.39 | 16.58 | 105% |
| Returns for 5 years | 0.68 | 4.92 | 14% |
| Returns for 10 years | 62.86 | 80.24 | 78% |
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