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AEPFX vs MGRQX
AEPFX vs MGRQX Comparison
Open Charts AEPFX vs MGRQX
AEPFX vs MGRQX Comparison Chart in %
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AEPFX vs. MGRQX commentary
Jul 25, 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 MGRQX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. MGRQX (22B). AEPFX pays higher dividends than MGRQX: AEPFX (2.70) vs MGRQX (0.54). AEPFX was incepted earlier than MGRQX: AEPFX (18 years) vs MGRQX (18 years). MGRQX (1.32) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. MGRQX (20.00). MGRQX has a lower initial minimum investment than AEPFX: MGRQX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 2.62 vs. MGRQX (-1.81). MGRQX return over 5 years is better than : 5.14 vs. AEPFX (-4.21).
| AEPFX | MGRQX | AEPFX / MGRQX | |
| Total Expense Ratio | 0.59 | 1.31 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.32 | 45% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.823 | 0.573 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22B | 641% |
| Annual Yield % from dividends | 2.70 | 0.54 | 504% |
| Returns for 1 year | 2.62 | -1.81 | -145% |
| Returns for 3 years | 17.19 | 17.34 | 99% |
| Returns for 5 years | -4.21 | 5.14 | -82% |
| Returns for 10 years | 52.23 | 82.46 | 63% |
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