AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
TIOHX
Price
$17.41
Change
-$0.40 (-2.25%)
Updated
Jul 13 closing price
Net Assets
2.71B
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AEPCX vs TIOHX

AEPCX vs TIOHX Comparison Chart in %
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AEPCX vs. TIOHX 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 TIOHX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. TIOHX (2.71B). AEPCX pays higher dividends than TIOHX: AEPCX (2.11) vs TIOHX (1.84). AEPCX was incepted earlier than TIOHX: AEPCX (25 years) vs TIOHX (11 years). AEPCX (1.58) is less costly to investors than TIOHX (0.68). TIOHX is a more actively managed with annual turnover of: 58.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than TIOHX: AEPCX (250) vs TIOHX (100000). TIOHX annual gain was more profitable for investors over the last year : 11.26 vs. AEPCX (4.09). TIOHX return over 5 years is better than : -4.64 vs. AEPCX (-9.69).
AEPCXTIOHXAEPCX / TIOHX
Total Expense Ratio1.580.68232%
Annual Report Gross Expense Ratio1.580.68232%
Fund Existence25 years11 years-
Gain YTD1.8697.80924%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.71B5,205%
Annual Yield % from dividends2.111.84115%
Returns for 1 year4.0911.2636%
Returns for 3 years13.0724.9052%
Returns for 5 years-9.69-4.64209%
Returns for 10 years37.9094.5340%
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