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AEGFX vs MSOCX
AEGFX vs MSOCX Comparison
Open Charts AEGFX vs MSOCX
AEGFX vs MSOCX Comparison Chart in %
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AEGFX vs. MSOCX commentary
Aug 23, 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 AEGFX is a StrongBuy and MSOCX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. MSOCX (625M). AEGFX pays higher dividends than MSOCX: AEGFX (2.55) vs MSOCX (0.00). AEGFX was incepted earlier than MSOCX: AEGFX (25 years) vs MSOCX (11 years). MSOCX (2.11) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. MSOCX (25.00). AEGFX has a lower initial minimum investment than MSOCX: AEGFX (250) vs MSOCX (1000). AEGFX annual gain was more profitable for investors over the last year : 8.55 vs. MSOCX (5.49). AEGFX return over 5 years is better than : 0.76 vs. MSOCX (-21.41).
| AEGFX | MSOCX | AEGFX / MSOCX | |
| Total Expense Ratio | 0.86 | 2.10 | 41% |
| Annual Report Gross Expense Ratio | 0.86 | 2.11 | 41% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 7.962 | 6.664 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 625M | 21,920% |
| Annual Yield % from dividends | 2.55 | 0.00 | - |
| Returns for 1 year | 8.55 | 5.49 | 156% |
| Returns for 3 years | 30.02 | 49.37 | 61% |
| Returns for 5 years | 0.76 | -21.41 | -4% |
| Returns for 10 years | 47.56 | 93.31 | 51% |
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