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AEPFX vs MSIAX
AEPFX vs MSIAX Comparison
Open Charts AEPFX vs MSIAX
American Funds Europacific Growth F2
Price$51.63
Change+$2.46 (+5.00%)
VolumeN/A
Net Assets110.84B
Morgan Stanley Inst Intl Advtg C
Price$21.50
Change+$1.63 (+8.20%)
VolumeN/A
Net Assets2.33B
AEPFX vs MSIAX Comparison Chart
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AEPFX vs. MSIAX commentary
Apr 11, 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 MSIAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 111B vs. MSIAX (2.33B). AEPFX pays higher dividends than MSIAX: AEPFX (1.38) vs MSIAX (0.00). AEPFX was incepted earlier than MSIAX: AEPFX (17 years) vs MSIAX (10 years). MSIAX (1.97) is less costly to investors than AEPFX (0.57). MSIAX is a more actively managed with annual turnover of: 32.00 vs. AEPFX (30.00). AEPFX has a lower initial minimum investment than MSIAX: AEPFX (250) vs MSIAX (1000). MSIAX annual gain was more profitable for investors over the last year : -7.02 vs. AEPFX (-14.96). AEPFX (16.98) and MSIAX (16.27) have equivalent 5 years return.
| AEPFX | MSIAX | AEPFX / MSIAX | |
| Total Expense Ratio | 0.57 | 1.97 | 29% |
| Annual Report Gross Expense Ratio | 0.57 | 1.97 | 29% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -8.196 | -7.581 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 2.33B | 4,772% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | -14.96 | -7.02 | 213% |
| Returns for 3 years | -7.79 | -10.01 | 78% |
| Returns for 5 years | 16.98 | 16.27 | 104% |
| Returns for 10 years | 5.17 | N/A | - |