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AEPGX vs MSOCX
AEPGX vs MSOCX Comparison
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AEPGX vs MSOCX Comparison Chart in %
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AEPGX vs. MSOCX 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 AEPGX is a Hold and MSOCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. MSOCX (664M). AEPGX pays higher dividends than MSOCX: AEPGX (2.47) vs MSOCX (0.00). AEPGX was incepted earlier than MSOCX: AEPGX (42 years) vs MSOCX (11 years). MSOCX (2.11) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. MSOCX (25.00). AEPGX has a lower initial minimum investment than MSOCX: AEPGX (250) vs MSOCX (1000). AEPGX annual gain was more profitable for investors over the last year : 10.63 vs. MSOCX (7.85). AEPGX return over 5 years is better than : -5.44 vs. MSOCX (-24.57).
| AEPGX | MSOCX | AEPGX / MSOCX | |
| Total Expense Ratio | 0.83 | 2.10 | 40% |
| Annual Report Gross Expense Ratio | 0.83 | 2.11 | 39% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | 3.966 | 8.814 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 664M | 21,536% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 10.63 | 7.85 | 135% |
| Returns for 3 years | 23.43 | 45.80 | 51% |
| Returns for 5 years | -5.44 | -24.57 | 22% |
| Returns for 10 years | 57.75 | 119.60 | 48% |
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