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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 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 AEPFX is a Buy and MGRCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. MGRCX (22.5B). 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 : 8.51 vs. MGRCX (3.30). MGRCX return over 5 years is better than : 4.90 vs. AEPFX (-0.90).
| 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 | 4.060 | 2.766 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.5B | 627% |
| Annual Yield % from dividends | 2.72 | 0.13 | 2,101% |
| Returns for 1 year | 8.51 | 3.30 | 258% |
| Returns for 3 years | 19.36 | 18.38 | 105% |
| Returns for 5 years | -0.90 | 4.90 | -18% |
| Returns for 10 years | 54.97 | 75.84 | 72% |
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