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AEPCX vs TIOHX
AEPCX vs TIOHX Comparison
Open Charts AEPCX vs TIOHX
AEPCX vs TIOHX Comparison Chart in %
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AEPCX vs. TIOHX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TIOHX (2.73B). AEPCX pays higher dividends than TIOHX: AEPCX (2.13) vs TIOHX (1.90). 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 : 11.15 vs. AEPCX (6.91). TIOHX return over 5 years is better than : -4.26 vs. AEPCX (-6.32).
| AEPCX | TIOHX | AEPCX / TIOHX | |
| Total Expense Ratio | 1.58 | 0.68 | 232% |
| Annual Report Gross Expense Ratio | 1.58 | 0.68 | 232% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 7.218 | 10.472 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.73B | 5,011% |
| Annual Yield % from dividends | 2.13 | 1.90 | 113% |
| Returns for 1 year | 6.91 | 11.15 | 62% |
| Returns for 3 years | 25.26 | 35.82 | 71% |
| Returns for 5 years | -6.32 | -4.26 | 148% |
| Returns for 10 years | 41.15 | 91.94 | 45% |
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