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AEPFX vs MIOIX
AEPFX vs MIOIX Comparison
Open Charts AEPFX vs MIOIX
AEPFX vs MIOIX Comparison Chart in %
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AEPFX vs. MIOIX 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 AEPFX is a StrongBuy and MIOIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. MIOIX (625M). AEPFX pays higher dividends than MIOIX: AEPFX (2.72) vs MIOIX (0.00). AEPFX was incepted earlier than MIOIX: AEPFX (18 years) vs MIOIX (16 years). MIOIX (1.08) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. MIOIX (25.00). AEPFX has a lower initial minimum investment than MIOIX: AEPFX (250) vs MIOIX (1000000). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. MIOIX (6.63). AEPFX return over 5 years is better than : 3.40 vs. MIOIX (-16.13).
| AEPFX | MIOIX | AEPFX / MIOIX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.08 | 55% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 8.169 | 7.396 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 625M | 21,920% |
| Annual Yield % from dividends | 2.72 | 0.00 | - |
| Returns for 1 year | 8.91 | 6.63 | 134% |
| Returns for 3 years | 31.21 | 54.24 | 58% |
| Returns for 5 years | 3.40 | -16.13 | -21% |
| Returns for 10 years | 56.30 | 117.41 | 48% |
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