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AEPFX vs MSIAX
AEPFX vs MSIAX Comparison
Open Charts AEPFX vs MSIAX
American Funds Europacific Growth F2
Price$55.67
Change-$1.82 (-3.17%)
VolumeN/A
Net Assets131.69B
Morgan Stanley Inst Intl Advtg C
Price$22.06
Change-$0.71 (-3.12%)
VolumeN/A
Net Assets2.77B
AEPFX vs MSIAX Comparison Chart
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AEPFX vs. MSIAX commentary
Mar 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 StrongBuy and MSIAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 132B vs. MSIAX (2.77B). AEPFX pays higher dividends than MSIAX: AEPFX (1.34) 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 : 3.45 vs. AEPFX (-0.04). MSIAX return over 5 years is better than : 25.04 vs. AEPFX (22.81).
| 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 | 7.338 | 5.907 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.77B | 4,772% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | -0.04 | 3.45 | -1% |
| Returns for 3 years | 16.62 | 12.11 | 137% |
| Returns for 5 years | 22.81 | 25.04 | 91% |
| Returns for 10 years | 31.41 | N/A | - |
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