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AEPGX vs MFAIX
AEPGX vs MFAIX Comparison
Open Charts AEPGX vs MFAIX
American Funds EUPAC A
Price$65.27
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.06B
Morgan Stanley Inst Intl Advtg I
Price$28.23
Change+$0.27 (+0.97%)
VolumeN/A
Net Assets2.77B
AEPGX vs MFAIX Comparison Chart in %
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AEPGX vs. MFAIX commentary
Oct 19, 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 AEPGX is a Buy and MFAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. MFAIX (2.77B). AEPGX pays higher dividends than MFAIX: AEPGX (0.65) vs MFAIX (0.12). AEPGX was incepted earlier than MFAIX: AEPGX (42 years) vs MFAIX (15 years). MFAIX (1.00) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. MFAIX (26.00). AEPGX has a lower initial minimum investment than MFAIX: AEPGX (250) vs MFAIX (1000000). MFAIX annual gain was more profitable for investors over the last year : 14.27 vs. AEPGX (11.10). AEPGX return over 5 years is better than : 14.00 vs. MFAIX (12.77).
| AEPGX | MFAIX | AEPGX / MFAIX | |
| Total Expense Ratio | 0.83 | 1.00 | 83% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 42 years | 15 years | - |
| Gain YTD | 21.500 | 16.451 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.77B | 4,951% |
| Annual Yield % from dividends | 0.65 | 0.12 | 551% |
| Returns for 1 year | 11.10 | 14.27 | 78% |
| Returns for 3 years | 48.85 | 59.15 | 83% |
| Returns for 5 years | 14.00 | 12.77 | 110% |
| Returns for 10 years | 42.69 | 108.70 | 39% |
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