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AEPCX vs MSOCX
AEPCX vs MSOCX Comparison
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AEPCX vs MSOCX Comparison Chart in %
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AEPCX 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 AEPCX is a StrongBuy and MSOCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. MSOCX (625M). AEPCX pays higher dividends than MSOCX: AEPCX (2.13) 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). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. MSOCX (5.49). AEPCX return over 5 years is better than : -3.27 vs. MSOCX (-21.41).
| 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 | 7.184 | 6.664 | 108% |
| 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 | 2.13 | 0.00 | - |
| Returns for 1 year | 7.17 | 5.49 | 130% |
| Returns for 3 years | 26.10 | 49.37 | 53% |
| Returns for 5 years | -3.27 | -21.41 | 15% |
| Returns for 10 years | 40.04 | 93.31 | 43% |
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