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AEPCX vs MSOCX
AEPCX vs MSOCX Comparison
Open Charts AEPCX vs MSOCX
AEPCX vs MSOCX Comparison Chart in %
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AEPCX vs. MSOCX commentary
Sep 13, 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 MSOCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. MSOCX (593M). AEPCX pays higher dividends than MSOCX: AEPCX (2.07) vs MSOCX (0.00). AEPCX was incepted earlier than MSOCX: AEPCX (26 years) vs MSOCX (11 years). MSOCX (2.11) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. MSOCX (25.00). AEPCX has a lower initial minimum investment than MSOCX: AEPCX (250) vs MSOCX (1000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. MSOCX (-0.59). AEPCX return over 5 years is better than : -8.48 vs. MSOCX (-27.94).
| AEPCX | MSOCX | AEPCX / MSOCX | |
| Total Expense Ratio | 1.58 | 2.10 | 75% |
| Annual Report Gross Expense Ratio | 1.58 | 2.11 | 75% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 6.041 | 2.472 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 593M | 23,609% |
| Annual Yield % from dividends | 2.07 | 0.00 | - |
| Returns for 1 year | 3.15 | -0.59 | -533% |
| Returns for 3 years | 24.32 | 40.75 | 60% |
| Returns for 5 years | -8.48 | -27.94 | 30% |
| Returns for 10 years | 40.12 | 91.43 | 44% |
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