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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
Jun 21, 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 Hold and MGRCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. MGRCX (22.7B). AEPGX pays higher dividends than MGRCX: AEPGX (2.47) 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 : 12.45 vs. MGRCX (3.30). MGRCX return over 5 years is better than : 4.92 vs. AEPGX (-1.63).
| 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 | 6.197 | 2.045 | 303% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.7B | 630% |
| Annual Yield % from dividends | 2.47 | 0.13 | 1,921% |
| Returns for 1 year | 12.45 | 3.30 | 377% |
| Returns for 3 years | 17.11 | 16.58 | 103% |
| Returns for 5 years | -1.63 | 4.92 | -33% |
| Returns for 10 years | 54.16 | 80.24 | 67% |
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