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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
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 AEPGX is a Hold and MGRQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. MGRQX (23B). AEPGX pays higher dividends than MGRQX: AEPGX (2.48) vs MGRQX (0.51). 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 (16.00). 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 : 8.15 vs. MGRQX (5.89). MGRQX return over 5 years is better than : 9.03 vs. AEPGX (-4.71).
| 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 | 7.486 | 6.926 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 23B | 596% |
| Annual Yield % from dividends | 2.48 | 0.51 | 486% |
| Returns for 1 year | 8.15 | 5.89 | 138% |
| Returns for 3 years | 27.83 | 30.64 | 91% |
| Returns for 5 years | -4.71 | 9.03 | -52% |
| Returns for 10 years | 44.40 | 85.20 | 52% |
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