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AEPGX vs MGRCX
AEPGX vs MGRCX Comparison
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AEPGX vs MGRCX Comparison Chart in %
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AEPGX 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 AEPGX is a Buy and MGRCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. MGRCX (22.5B). AEPGX pays higher dividends than MGRCX: AEPGX (2.56) vs MGRCX (0.13). AEPGX was incepted earlier than MGRCX: AEPGX (42 years) vs MGRCX (30 years). MGRCX (1.82) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. MGRCX (20.00). AEPGX has a lower initial minimum investment than MGRCX: AEPGX (250) vs MGRCX (1000). AEPGX annual gain was more profitable for investors over the last year : 8.28 vs. MGRCX (3.30). MGRCX return over 5 years is better than : 4.90 vs. AEPGX (-3.18).
| AEPGX | MGRCX | AEPGX / MGRCX | |
| Total Expense Ratio | 0.83 | 1.81 | 46% |
| Annual Report Gross Expense Ratio | 0.83 | 1.82 | 46% |
| Fund Existence | 42 years | 30 years | - |
| Gain YTD | 3.933 | 2.766 | 142% |
| Front Load | 6% | 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 | 2.56 | 0.13 | 1,973% |
| Returns for 1 year | 8.28 | 3.30 | 251% |
| Returns for 3 years | 18.54 | 18.38 | 101% |
| Returns for 5 years | -3.18 | 4.90 | -65% |
| Returns for 10 years | 46.68 | 75.84 | 62% |
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