Interact to see
Advertisement
Advertisement
AEPFX vs MSIAX
AEPFX vs MSIAX Comparison
Open Charts AEPFX vs MSIAX
AEPFX vs MSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. MSIAX commentary
Jul 14, 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 Hold and MSIAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. MSIAX (2.11B). AEPFX pays higher dividends than MSIAX: AEPFX (2.70) vs MSIAX (0.00). AEPFX was incepted earlier than MSIAX: AEPFX (18 years) vs MSIAX (11 years). MSIAX (2.05) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. MSIAX (13.00). AEPFX has a lower initial minimum investment than MSIAX: AEPFX (250) vs MSIAX (1000). AEPFX annual gain was more profitable for investors over the last year : 5.78 vs. MSIAX (0.64). AEPFX return over 5 years is better than : -3.46 vs. MSIAX (-11.16).
| AEPFX | MSIAX | AEPFX / MSIAX | |
| Total Expense Ratio | 0.59 | 2.05 | 29% |
| Annual Report Gross Expense Ratio | 0.59 | 2.05 | 29% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 2.701 | 1.786 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.11B | 6,686% |
| Annual Yield % from dividends | 2.70 | 0.00 | - |
| Returns for 1 year | 5.78 | 0.64 | 900% |
| Returns for 3 years | 17.67 | 17.04 | 104% |
| Returns for 5 years | -3.46 | -11.16 | 31% |
| Returns for 10 years | 53.95 | 111.38 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers