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AEPGX vs MGRTX
AEPGX vs MGRTX Comparison
Open Charts AEPGX vs MGRTX
AEPGX vs MGRTX Comparison Chart in %
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AEPGX vs. MGRTX commentary
Jun 24, 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 MGRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. MGRTX (22.7B). AEPGX pays higher dividends than MGRTX: AEPGX (2.47) vs MGRTX (0.66). AEPGX was incepted earlier than MGRTX: AEPGX (42 years) vs MGRTX (18 years). MGRTX (1.07) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. MGRTX (20.00). MGRTX has a lower initial minimum investment than AEPGX: MGRTX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 10.63 vs. MGRTX (5.38). MGRTX return over 5 years is better than : 10.49 vs. AEPGX (-5.44).
| AEPGX | MGRTX | AEPGX / MGRTX | |
| Total Expense Ratio | 0.83 | 1.06 | 78% |
| Annual Report Gross Expense Ratio | 0.83 | 1.07 | 78% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 3.966 | 2.399 | 165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.7B | 630% |
| Annual Yield % from dividends | 2.47 | 0.66 | 376% |
| Returns for 1 year | 10.63 | 5.38 | 198% |
| Returns for 3 years | 23.43 | 25.43 | 92% |
| Returns for 5 years | -5.44 | 10.49 | -52% |
| Returns for 10 years | 57.75 | 108.10 | 53% |
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