Interact to see
Advertisement
Advertisement
AEPGX vs MSIAX
AEPGX vs MSIAX Comparison
Open Charts AEPGX vs MSIAX
AEPGX vs MSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX 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 AEPGX is a Hold and MSIAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. MSIAX (2.18B). AEPGX pays higher dividends than MSIAX: AEPGX (2.47) 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: 35.00 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 : 14.87 vs. MSIAX (1.67). AEPGX return over 5 years is better than : -1.55 vs. MSIAX (-9.21).
| 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 | 11.585 | 1.218 | 951% |
| Front Load | 6% | 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 | 2.47 | 0.00 | - |
| Returns for 1 year | 14.87 | 1.67 | 889% |
| Returns for 3 years | 32.29 | 22.27 | 145% |
| Returns for 5 years | -1.55 | -9.21 | 17% |
| Returns for 10 years | 60.12 | 112.53 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement