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AEPGX vs MGRVX
AEPGX vs MGRVX Comparison
Open Charts AEPGX vs MGRVX
AEPGX vs MGRVX Comparison Chart in %
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AEPGX vs. MGRVX 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 MGRVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. MGRVX (22.5B). AEPGX pays higher dividends than MGRVX: AEPGX (2.56) vs MGRVX (0.88). 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 : 8.28 vs. MGRVX (4.97). MGRVX return over 5 years is better than : 12.93 vs. AEPGX (-3.18).
| 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 | 3.933 | 3.367 | 117% |
| 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 | 0.88 | 290% |
| Returns for 1 year | 8.28 | 4.97 | 167% |
| Returns for 3 years | 18.54 | 23.67 | 78% |
| Returns for 5 years | -3.18 | 12.93 | -25% |
| Returns for 10 years | 46.68 | 100.22 | 47% |
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