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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. MSIAX (2.15B). 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 : 10.87 vs. MSIAX (5.08). AEPFX return over 5 years is better than : -3.20 vs. MSIAX (-7.82).
| 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 | 4.076 | 2.477 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.15B | 6,654% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 10.87 | 5.08 | 214% |
| Returns for 3 years | 24.32 | 23.79 | 102% |
| Returns for 5 years | -3.20 | -7.82 | 41% |
| Returns for 10 years | 66.65 | 124.56 | 54% |
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