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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
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 AEGFX is a Hold and MSOCX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. MSOCX (639M). AEGFX pays higher dividends than MSOCX: AEGFX (2.53) 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 : 5.43 vs. MSOCX (4.30). AEGFX return over 5 years is better than : -5.92 vs. MSOCX (-25.06).
| 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 | 2.527 | 6.915 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 639M | 22,066% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 5.43 | 4.30 | 126% |
| Returns for 3 years | 16.61 | 36.32 | 46% |
| Returns for 5 years | -5.92 | -25.06 | 24% |
| Returns for 10 years | 45.30 | 105.09 | 43% |
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