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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. MGRTX (22.6B). AEPGX pays higher dividends than MGRTX: AEPGX (2.53) vs MGRTX (0.67). 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 : 5.55 vs. MGRTX (3.16). MGRTX return over 5 years is better than : 9.77 vs. AEPGX (-5.69).
| 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 | 2.578 | 2.656 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.6B | 624% |
| Annual Yield % from dividends | 2.53 | 0.67 | 378% |
| Returns for 1 year | 5.55 | 3.16 | 176% |
| Returns for 3 years | 16.83 | 20.77 | 81% |
| Returns for 5 years | -5.69 | 9.77 | -58% |
| Returns for 10 years | 45.72 | 97.10 | 47% |
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