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AEPFX vs MSOCX
AEPFX vs MSOCX Comparison
Open Charts AEPFX vs MSOCX
American Funds EUPAC F2
Price$63.80
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets135.04B
Morgan Stanley Inst International Opp C
Price$28.84
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets808.05M
AEPFX vs MSOCX Comparison Chart in %
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AEPFX vs. MSOCX commentary
Sep 27, 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 AEPFX is a Buy and MSOCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. MSOCX (808M). AEPFX pays higher dividends than MSOCX: AEPFX (0.85) vs MSOCX (0.00). AEPFX was incepted earlier than MSOCX: AEPFX (17 years) vs MSOCX (10 years). MSOCX (2.07) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. MSOCX (28.00). AEPFX has a lower initial minimum investment than MSOCX: AEPFX (250) vs MSOCX (1000). MSOCX annual gain was more profitable for investors over the last year : 10.64 vs. AEPFX (5.94). AEPFX return over 5 years is better than : 19.62 vs. MSOCX (-9.29).
| AEPFX | MSOCX | AEPFX / MSOCX | |
| Total Expense Ratio | 0.58 | 2.07 | 28% |
| Annual Report Gross Expense Ratio | 0.58 | 2.07 | 28% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 19.119 | 15.415 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 808M | 16,708% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 5.94 | 10.64 | 56% |
| Returns for 3 years | 53.86 | 62.09 | 87% |
| Returns for 5 years | 19.62 | -9.29 | -211% |
| Returns for 10 years | 58.66 | 116.97 | 50% |
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