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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
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 MSIAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. MSIAX (1.95B). AEPFX pays higher dividends than MSIAX: AEPFX (2.72) 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 : 8.91 vs. MSIAX (4.50). AEPFX return over 5 years is better than : 3.40 vs. MSIAX (-10.94).
| 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 | 8.169 | 1.786 | 457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.95B | 7,026% |
| Annual Yield % from dividends | 2.72 | 0.00 | - |
| Returns for 1 year | 8.91 | 4.50 | 198% |
| Returns for 3 years | 31.21 | 31.12 | 100% |
| Returns for 5 years | 3.40 | -10.94 | -31% |
| Returns for 10 years | 56.30 | 100.88 | 56% |
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