AEPFX
Price
$65.28
Change
+$0.75 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
MIOPX
Price
$33.16
Change
+$0.19 (+0.58%)
Updated
Aug 21 closing price
Net Assets
625.11M
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AEPFX vs MIOPX

AEPFX vs MIOPX Comparison Chart in %
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AEPFX vs. MIOPX 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 MIOPX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. MIOPX (625M). AEPFX pays higher dividends than MIOPX: AEPFX (2.72) vs MIOPX (0.00). AEPFX was incepted earlier than MIOPX: AEPFX (18 years) vs MIOPX (16 years). MIOPX (1.35) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. MIOPX (25.00). AEPFX has a lower initial minimum investment than MIOPX: AEPFX (250) vs MIOPX (1000). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. MIOPX (6.28). AEPFX return over 5 years is better than : 3.40 vs. MIOPX (-17.76).
AEPFXMIOPXAEPFX / MIOPX
Total Expense Ratio0.591.3544%
Annual Report Gross Expense Ratio0.591.3544%
Fund Existence18 years16 years-
Gain YTD8.1697.175114%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B625M21,920%
Annual Yield % from dividends2.720.00-
Returns for 1 year8.916.28142%
Returns for 3 years31.2152.7459%
Returns for 5 years3.40-17.76-19%
Returns for 10 years56.30110.0151%
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