Interact to see
Advertisement
Advertisement
AEPGX vs MGRVX
AEPGX vs MGRVX Comparison
Open Charts AEPGX vs MGRVX
AEPGX vs MGRVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. MGRVX 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 MGRVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. MGRVX (22.6B). AEPGX pays higher dividends than MGRVX: AEPGX (2.53) vs MGRVX (0.89). AEPGX was incepted earlier than MGRVX: AEPGX (42 years) vs MGRVX (18 years). AEPGX (0.83) and MGRVX (0.82) have similar cost to investors . AEPGX is a more actively managed with annual turnover of: 50.00 vs. MGRVX (20.00). MGRVX has a lower initial minimum investment than AEPGX: MGRVX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 5.55 vs. MGRVX (3.50). MGRVX return over 5 years is better than : 11.46 vs. AEPGX (-5.69).
| AEPGX | MGRVX | AEPGX / MGRVX | |
| Total Expense Ratio | 0.83 | 0.81 | 102% |
| Annual Report Gross Expense Ratio | 0.83 | 0.82 | 101% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 2.578 | 2.778 | 93% |
| 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 | 0.89 | 283% |
| Returns for 1 year | 5.55 | 3.50 | 159% |
| Returns for 3 years | 16.83 | 21.87 | 77% |
| Returns for 5 years | -5.69 | 11.46 | -50% |
| Returns for 10 years | 45.72 | 102.71 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement