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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
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 MGRVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. MGRVX (22.5B). AEPGX pays higher dividends than MGRVX: AEPGX (2.48) vs MGRVX (0.85). 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 (16.00). 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 : 4.61 vs. MGRVX (1.01). MGRVX return over 5 years is better than : 12.08 vs. AEPGX (-4.41).
| 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 | 6.924 | 4.061 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.5B | 622% |
| Annual Yield % from dividends | 2.48 | 0.85 | 291% |
| Returns for 1 year | 4.61 | 1.01 | 454% |
| Returns for 3 years | 28.47 | 31.59 | 90% |
| Returns for 5 years | -4.41 | 12.08 | -37% |
| Returns for 10 years | 48.08 | 100.83 | 48% |
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