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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
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 AEPFX is a StrongBuy and MGRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. MGRCX (23.2B). AEPFX pays higher dividends than MGRCX: AEPFX (2.72) 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 : 8.91 vs. MGRCX (5.33). MGRCX return over 5 years is better than : 10.39 vs. AEPFX (3.40).
| 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 | 8.169 | 6.784 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23.2B | 591% |
| Annual Yield % from dividends | 2.72 | 0.13 | 2,101% |
| Returns for 1 year | 8.91 | 5.33 | 167% |
| Returns for 3 years | 31.21 | 29.41 | 106% |
| Returns for 5 years | 3.40 | 10.39 | 33% |
| Returns for 10 years | 56.30 | 78.00 | 72% |
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