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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
Sep 12, 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 MGRTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. MGRTX (22.2B). AEPGX pays higher dividends than MGRTX: AEPGX (2.48) vs MGRTX (0.64). 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 (16.00). 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 : 4.61 vs. MGRTX (0.68). MGRTX return over 5 years is better than : 10.38 vs. AEPGX (-4.41).
| 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 | 6.924 | 3.877 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.2B | 631% |
| Annual Yield % from dividends | 2.48 | 0.64 | 388% |
| Returns for 1 year | 4.61 | 0.68 | 674% |
| Returns for 3 years | 28.47 | 30.36 | 94% |
| Returns for 5 years | -4.41 | 10.38 | -43% |
| Returns for 10 years | 48.08 | 95.26 | 50% |
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