AEPCX
Price
$60.47
Change
-$0.14 (-0.23%)
Updated
Sep 18 closing price
Net Assets
140.03B
TIOHX
Price
$17.80
Change
+$0.27 (+1.54%)
Updated
Sep 17 closing price
Net Assets
2.61B
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AEPCX vs TIOHX

AEPCX vs TIOHX Comparison Chart in %
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AEPCX vs. TIOHX commentary
Sep 20, 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 TIOHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. TIOHX (2.61B). AEPCX pays higher dividends than TIOHX: AEPCX (2.07) vs TIOHX (1.85). AEPCX was incepted earlier than TIOHX: AEPCX (26 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 : 4.42 vs. AEPCX (0.91). TIOHX return over 5 years is better than : -6.58 vs. AEPCX (-8.74).
AEPCXTIOHXAEPCX / TIOHX
Total Expense Ratio1.580.68232%
Annual Report Gross Expense Ratio1.580.68232%
Fund Existence26 years11 years-
Gain YTD4.6747.74860%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B2.61B5,364%
Annual Yield % from dividends2.071.85112%
Returns for 1 year0.914.4221%
Returns for 3 years23.7634.6769%
Returns for 5 years-8.74-6.58133%
Returns for 10 years37.2487.7642%
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