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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
Sep 12, 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 Buy and MSIAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. MSIAX (1.77B). 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 (0.59). 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 : 4.84 vs. MSIAX (-1.27). AEPFX return over 5 years is better than : -2.16 vs. MSIAX (-17.82).
| 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 | 7.092 | -2.436 | -291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.77B | 7,896% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 4.84 | -1.27 | -380% |
| Returns for 3 years | 29.39 | 27.14 | 108% |
| Returns for 5 years | -2.16 | -17.82 | 12% |
| Returns for 10 years | 56.42 | 98.92 | 57% |
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