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AEPFX vs MSIAX
AEPFX vs MSIAX Comparison
Open Charts AEPFX vs MSIAX
AEPFX vs MSIAX Comparison Chart in %
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AEPFX vs. MSIAX commentary
Jun 03, 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: 137B vs. MSIAX (2.18B). AEPFX pays higher dividends than MSIAX: AEPFX (2.64) 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 (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 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 : 15.11 vs. MSIAX (1.67). AEPFX return over 5 years is better than : 0.76 vs. MSIAX (-9.21).
| AEPFX | MSIAX | AEPFX / MSIAX | |
| Total Expense Ratio | 0.58 | 2.05 | 28% |
| Annual Report Gross Expense Ratio | 0.58 | 2.05 | 28% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 11.682 | 1.218 | 959% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.18B | 6,296% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 15.11 | 1.67 | 904% |
| Returns for 3 years | 33.24 | 22.27 | 149% |
| Returns for 5 years | 0.76 | -9.21 | -8% |
| Returns for 10 years | 69.19 | 112.53 | 61% |
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