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AEPCX vs TINVX
AEPCX vs TINVX Comparison
Open Charts AEPCX vs TINVX
AEPCX vs TINVX Comparison Chart in %
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AEPCX vs. TINVX commentary
Aug 23, 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 AEPCX is a StrongBuy and TINVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TINVX (683M). AEPCX pays higher dividends than TINVX: AEPCX (2.13) vs TINVX (0.00). AEPCX was incepted earlier than TINVX: AEPCX (25 years) vs TINVX (19 years). TINVX (2.12) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. TINVX (28.09). TINVX has a lower initial minimum investment than AEPCX: TINVX (0) vs AEPCX (250). TINVX annual gain was more profitable for investors over the last year : 10.85 vs. AEPCX (7.17). AEPCX return over 5 years is better than : -3.27 vs. TINVX (-10.05).
| AEPCX | TINVX | AEPCX / TINVX | |
| Total Expense Ratio | 1.58 | 1.24 | 127% |
| Annual Report Gross Expense Ratio | 1.58 | 2.12 | 75% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.184 | 12.658 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 683M | 20,059% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 7.17 | 10.85 | 66% |
| Returns for 3 years | 26.10 | 24.38 | 107% |
| Returns for 5 years | -3.27 | -10.05 | 33% |
| Returns for 10 years | 40.04 | 44.84 | 89% |
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