Interact to see
Advertisement
Advertisement
AEPCX vs MSOCX
AEPCX vs MSOCX Comparison
Open Charts AEPCX vs MSOCX
American Funds EUPAC C
Price$57.71
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets134.15B
Morgan Stanley Inst International Opp C
Price$28.09
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets747.37M
AEPCX vs MSOCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. MSOCX commentary
Dec 26, 2025
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 AEPCX is a Buy and MSOCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. MSOCX (747M). AEPCX pays higher dividends than MSOCX: AEPCX (0.15) vs MSOCX (0.00). AEPCX was incepted earlier than MSOCX: AEPCX (25 years) vs MSOCX (11 years). MSOCX (2.07) is less costly to investors than AEPCX (1.57). AEPCX is a more actively managed with annual turnover of: 35.00 vs. MSOCX (28.00). AEPCX has a lower initial minimum investment than MSOCX: AEPCX (250) vs MSOCX (1000). AEPCX (10.41) and MSOCX (10.20) have marching annual gain over last year. AEPCX return over 5 years is better than : -10.79 vs. MSOCX (-25.63).
| AEPCX | MSOCX | AEPCX / MSOCX | |
| Total Expense Ratio | 1.57 | 2.07 | 76% |
| Annual Report Gross Expense Ratio | 1.57 | 2.07 | 76% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 11.690 | 12.181 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 747M | 17,938% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 10.41 | 10.20 | 102% |
| Returns for 3 years | 23.74 | 59.42 | 40% |
| Returns for 5 years | -10.79 | -25.63 | 42% |
| Returns for 10 years | 31.83 | 90.70 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPYV | 57.37 | 0.26 | +0.46% |
| State Street SPDR Port S&P 500 Val ETF | |||
| NIE | 25.46 | 0.07 | +0.28% |
| Virtus Equity & Convertible Income Fund | |||
| CWS | 70.12 | 0.13 | +0.19% |
| AdvisorShares Focused Equity ETF | |||
| UYM | 25.06 | -0.02 | -0.07% |
| ProShares Ultra Materials | |||
| MSTZ | 15.77 | -0.16 | -1.00% |
| T-REX 2X Inverse MSTR Daily Target ETF | |||