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AEPFX vs MIOLX
AEPFX vs MIOLX Comparison
Open Charts AEPFX vs MIOLX
AEPFX vs MIOLX Comparison Chart in %
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AEPFX vs. MIOLX 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 MIOLX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. MIOLX (625M). AEPFX pays higher dividends than MIOLX: AEPFX (2.72) vs MIOLX (0.00). AEPFX was incepted earlier than MIOLX: AEPFX (18 years) vs MIOLX (16 years). MIOLX (3.15) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. MIOLX (25.00). AEPFX has a lower initial minimum investment than MIOLX: AEPFX (250) vs MIOLX (1000). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. MIOLX (5.75). AEPFX return over 5 years is better than : 3.40 vs. MIOLX (-20.44).
| AEPFX | MIOLX | AEPFX / MIOLX | |
| Total Expense Ratio | 0.59 | 1.85 | 32% |
| Annual Report Gross Expense Ratio | 0.59 | 3.15 | 19% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 8.169 | 6.818 | 120% |
| 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 | 2.72 | 0.00 | - |
| Returns for 1 year | 8.91 | 5.75 | 155% |
| Returns for 3 years | 31.21 | 50.27 | 62% |
| Returns for 5 years | 3.40 | -20.44 | -17% |
| Returns for 10 years | 56.30 | 97.35 | 58% |
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