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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. MGRTX (22.5B). AEPGX pays higher dividends than MGRTX: AEPGX (2.56) 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 : 8.28 vs. MGRTX (4.63). MGRTX return over 5 years is better than : 11.22 vs. AEPGX (-3.18).
| 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 | 3.933 | 3.235 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.5B | 627% |
| Annual Yield % from dividends | 2.56 | 0.66 | 386% |
| Returns for 1 year | 8.28 | 4.63 | 179% |
| Returns for 3 years | 18.54 | 22.56 | 82% |
| Returns for 5 years | -3.18 | 11.22 | -28% |
| Returns for 10 years | 46.68 | 94.70 | 49% |
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