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AEPGX vs MSIAX
AEPGX vs MSIAX Comparison
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AEPGX vs MSIAX Comparison Chart in %
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AEPGX vs. MSIAX commentary
Sep 13, 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 AEPGX is a Buy and MSIAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. MSIAX (1.78B). AEPGX pays higher dividends than MSIAX: AEPGX (2.48) vs MSIAX (0.00). AEPGX was incepted earlier than MSIAX: AEPGX (42 years) vs MSIAX (11 years). MSIAX (2.05) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. MSIAX (13.00). AEPGX has a lower initial minimum investment than MSIAX: AEPGX (250) vs MSIAX (1000). AEPGX annual gain was more profitable for investors over the last year : 4.61 vs. MSIAX (-0.49). AEPGX return over 5 years is better than : -4.41 vs. MSIAX (-17.17).
| AEPGX | MSIAX | AEPGX / MSIAX | |
| Total Expense Ratio | 0.83 | 2.05 | 40% |
| Annual Report Gross Expense Ratio | 0.83 | 2.05 | 40% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | 6.924 | -1.665 | -416% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.78B | 7,856% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 4.61 | -0.49 | -934% |
| Returns for 3 years | 28.47 | 28.15 | 101% |
| Returns for 5 years | -4.41 | -17.17 | 26% |
| Returns for 10 years | 48.08 | 100.50 | 48% |
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