AEPCX
Price
$59.66
Change
-$1.77 (-2.88%)
Updated
Jun 23 closing price
Net Assets
143.2B
TIOHX
Price
$17.62
Change
-$0.69 (-3.77%)
Updated
Jun 23 closing price
Net Assets
2.9B
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AEPCX vs TIOHX

AEPCX vs TIOHX Comparison Chart in %
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AEPCX vs. TIOHX commentary
Jun 24, 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: 143B vs. TIOHX (2.9B). AEPCX pays higher dividends than TIOHX: AEPCX (2.06) vs TIOHX (1.87). 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 : 17.05 vs. AEPCX (9.08). TIOHX return over 5 years is better than : -2.61 vs. AEPCX (-9.45).
AEPCXTIOHXAEPCX / TIOHX
Total Expense Ratio1.580.68232%
Annual Report Gross Expense Ratio1.580.68232%
Fund Existence25 years11 years-
Gain YTD3.27210.71431%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B2.9B4,931%
Annual Yield % from dividends2.061.87110%
Returns for 1 year9.0817.0553%
Returns for 3 years19.4634.2157%
Returns for 5 years-9.45-2.61363%
Returns for 10 years49.26108.6545%
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