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AEPGX vs MGRQX
AEPGX vs MGRQX Comparison
Open Charts AEPGX vs MGRQX
AEPGX vs MGRQX Comparison Chart in %
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AEPGX vs. MGRQX commentary
Jul 04, 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 MGRQX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. MGRQX (22.8B). AEPGX pays higher dividends than MGRQX: AEPGX (2.53) vs MGRQX (0.54). AEPGX was incepted earlier than MGRQX: AEPGX (42 years) vs MGRQX (18 years). MGRQX (1.32) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. MGRQX (20.00). MGRQX has a lower initial minimum investment than AEPGX: MGRQX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 6.92 vs. MGRQX (1.96). MGRQX return over 5 years is better than : 7.76 vs. AEPGX (-4.72).
| AEPGX | MGRQX | AEPGX / MGRQX | |
| Total Expense Ratio | 0.83 | 1.31 | 63% |
| Annual Report Gross Expense Ratio | 0.83 | 1.32 | 63% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 4.099 | 3.033 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.8B | 627% |
| Annual Yield % from dividends | 2.53 | 0.54 | 473% |
| Returns for 1 year | 6.92 | 1.96 | 352% |
| Returns for 3 years | 21.78 | 22.27 | 98% |
| Returns for 5 years | -4.72 | 7.76 | -61% |
| Returns for 10 years | 52.99 | 91.00 | 58% |
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