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AEPGX vs MGRCX
AEPGX vs MGRCX Comparison
Open Charts AEPGX vs MGRCX
AEPGX vs MGRCX Comparison Chart in %
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AEPGX vs. MGRCX commentary
Aug 23, 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 StrongBuy and MGRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. MGRCX (23.2B). 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 : 8.66 vs. MGRCX (5.33). MGRCX return over 5 years is better than : 10.39 vs. AEPGX (1.00).
| 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 | 8.015 | 6.784 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23.2B | 591% |
| Annual Yield % from dividends | 2.56 | 0.13 | 1,973% |
| Returns for 1 year | 8.66 | 5.33 | 163% |
| Returns for 3 years | 30.30 | 29.41 | 103% |
| Returns for 5 years | 1.00 | 10.39 | 10% |
| Returns for 10 years | 47.95 | 78.00 | 61% |
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