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AEPFX vs MFAIX
AEPFX vs MFAIX Comparison
Open Charts AEPFX vs MFAIX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets132.86B
Morgan Stanley Inst Intl Advtg I
Price$27.05
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.76B
AEPFX vs MFAIX Comparison Chart in %
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AEPFX vs. MFAIX commentary
Sep 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 Hold and MFAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. MFAIX (2.76B). AEPFX pays higher dividends than MFAIX: AEPFX (0.85) 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 : 15.16 vs. AEPFX (8.92). MFAIX return over 5 years is better than : 16.11 vs. AEPFX (14.67).
| 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 | 15.963 | 12.661 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.76B | 4,828% |
| Annual Yield % from dividends | 0.85 | 0.12 | 710% |
| Returns for 1 year | 8.92 | 15.16 | 59% |
| Returns for 3 years | 38.00 | 41.66 | 91% |
| Returns for 5 years | 14.67 | 16.11 | 91% |
| Returns for 10 years | 47.81 | 113.33 | 42% |
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