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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
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 AEPCX is a Hold and MSOCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. MSOCX (639M). AEPCX pays higher dividends than MSOCX: AEPCX (2.11) vs MSOCX (0.00). AEPCX was incepted earlier than MSOCX: AEPCX (25 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). MSOCX annual gain was more profitable for investors over the last year : 4.30 vs. AEPCX (4.09). AEPCX return over 5 years is better than : -9.69 vs. MSOCX (-25.06).
| AEPCX | MSOCX | AEPCX / MSOCX | |
| Total Expense Ratio | 1.58 | 2.10 | 75% |
| Annual Report Gross Expense Ratio | 1.58 | 2.11 | 75% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 1.869 | 6.915 | 27% |
| 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 | 2.11 | 0.00 | - |
| Returns for 1 year | 4.09 | 4.30 | 95% |
| Returns for 3 years | 13.07 | 36.32 | 36% |
| Returns for 5 years | -9.69 | -25.06 | 39% |
| Returns for 10 years | 37.90 | 105.09 | 36% |
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