AEPCX
Price
$60.70
Change
+$0.97 (+1.62%)
Updated
Jul 6 closing price
Net Assets
143.2B
MIOLX
Price
$31.01
Change
+$0.94 (+3.13%)
Updated
Jul 6 closing price
Net Assets
630.94M
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AEPCX vs MIOLX

AEPCX vs MIOLX Comparison Chart in %
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AEPCX vs. MIOLX commentary
Jul 08, 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 AEPCX is a Buy and MIOLX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. MIOLX (631M). AEPCX pays higher dividends than MIOLX: AEPCX (2.11) vs MIOLX (0.00). AEPCX was incepted earlier than MIOLX: AEPCX (25 years) vs MIOLX (16 years). MIOLX (3.15) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MIOLX (25.00). AEPCX has a lower initial minimum investment than MIOLX: AEPCX (250) vs MIOLX (1000). AEPCX annual gain was more profitable for investors over the last year : 6.92 vs. MIOLX (1.59). AEPCX return over 5 years is better than : -6.64 vs. MIOLX (-25.22).
AEPCXMIOLXAEPCX / MIOLX
Total Expense Ratio1.581.8585%
Annual Report Gross Expense Ratio1.583.1550%
Fund Existence25 years16 years-
Gain YTD5.0725.14099%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets143B631M22,662%
Annual Yield % from dividends2.110.00-
Returns for 1 year6.921.59436%
Returns for 3 years22.2241.9753%
Returns for 5 years-6.64-25.2226%
Returns for 10 years48.08109.9944%
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