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AEPFX vs MFAIX
AEPFX vs MFAIX Comparison
Open Charts AEPFX vs MFAIX
American Funds EUPAC F2
Price$60.50
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.77B
Morgan Stanley Inst Intl Advtg I
Price$28.10
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets2.86B
AEPFX vs MFAIX Comparison Chart in %
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AEPFX vs. MFAIX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. MFAIX (2.86B). AEPFX pays higher dividends than MFAIX: AEPFX (1.27) vs MFAIX (0.12). AEPFX was incepted earlier than MFAIX: AEPFX (17 years) vs MFAIX (15 years). MFAIX (1.00) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 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 : 21.84 vs. AEPFX (6.82). MFAIX return over 5 years is better than : 33.29 vs. AEPFX (21.28).
| AEPFX | MFAIX | AEPFX / MFAIX | |
| Total Expense Ratio | 0.58 | 1.00 | 58% |
| Annual Report Gross Expense Ratio | 0.58 | 1.00 | 58% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 12.715 | 16.868 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.86B | 4,717% |
| Annual Yield % from dividends | 1.27 | 0.12 | 1,069% |
| Returns for 1 year | 6.82 | 21.84 | 31% |
| Returns for 3 years | 31.70 | 45.35 | 70% |
| Returns for 5 years | 21.28 | 33.29 | 64% |
| Returns for 10 years | 31.65 | 105.93 | 30% |
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