AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
TINVX
Price
$26.88
Change
-$0.38 (-1.39%)
Updated
Jul 13 closing price
Net Assets
693.88M
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AEPCX vs TINVX

AEPCX vs TINVX Comparison Chart in %
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AEPCX vs. TINVX commentary
Jul 14, 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 Hold and TINVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. TINVX (694M). AEPCX pays higher dividends than TINVX: AEPCX (2.11) vs TINVX (0.00). AEPCX was incepted earlier than TINVX: AEPCX (25 years) vs TINVX (18 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 : 11.04 vs. AEPCX (4.09). AEPCX return over 5 years is better than : -9.69 vs. TINVX (-13.21).
AEPCXTINVXAEPCX / TINVX
Total Expense Ratio1.581.24127%
Annual Report Gross Expense Ratio1.582.1275%
Fund Existence25 years18 years-
Gain YTD1.86910.94817%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B694M20,317%
Annual Yield % from dividends2.110.00-
Returns for 1 year4.0911.0437%
Returns for 3 years13.0715.2686%
Returns for 5 years-9.69-13.2173%
Returns for 10 years37.9051.8973%
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