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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
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. MGRQX (23B). AEPFX pays higher dividends than MGRQX: AEPFX (2.64) vs MGRQX (0.51). 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 (16.00). 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 : 8.36 vs. MGRQX (5.89). MGRQX return over 5 years is better than : 9.03 vs. AEPFX (-2.46).
| 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 | 7.639 | 6.926 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23B | 596% |
| Annual Yield % from dividends | 2.64 | 0.51 | 517% |
| Returns for 1 year | 8.36 | 5.89 | 142% |
| Returns for 3 years | 28.72 | 30.64 | 94% |
| Returns for 5 years | -2.46 | 9.03 | -27% |
| Returns for 10 years | 52.54 | 85.20 | 62% |
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