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AEPFX vs MFAIX
AEPFX vs MFAIX Comparison
Open Charts AEPFX vs MFAIX
American Funds EUPAC F2
Price$60.73
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Morgan Stanley Inst Intl Advtg I
Price$27.65
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets2.81B
AEPFX vs MFAIX Comparison Chart
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AEPFX vs. MFAIX commentary
Jun 07, 2025
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 AEPFX is a Buy and MFAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. MFAIX (2.81B). AEPFX pays higher dividends than MFAIX: AEPFX (1.27) vs MFAIX (0.12). AEPFX was incepted earlier than MFAIX: AEPFX (17 years) vs MFAIX (14 years). MFAIX (1.00) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 vs. MFAIX (26.00). AEPFX has a lower initial minimum investment than MFAIX: AEPFX (250) vs MFAIX (1000000). MFAIX annual gain was more profitable for investors over the last year : 15.90 vs. AEPFX (3.12). MFAIX return over 5 years is better than : 31.21 vs. AEPFX (21.82).
| AEPFX | MFAIX | AEPFX / MFAIX | |
| Total Expense Ratio | 0.57 | 1.00 | 57% |
| Annual Report Gross Expense Ratio | 0.57 | 1.00 | 57% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 13.387 | 14.494 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.81B | 4,742% |
| Annual Yield % from dividends | 1.27 | 0.12 | 1,069% |
| Returns for 1 year | 3.12 | 15.90 | 20% |
| Returns for 3 years | 19.23 | 28.27 | 68% |
| Returns for 5 years | 21.82 | 31.21 | 70% |
| Returns for 10 years | 33.43 | 97.83 | 34% |
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