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AEPCX vs TIOIX
AEPCX vs TIOIX Comparison
Open Charts AEPCX vs TIOIX
AEPCX vs TIOIX Comparison Chart in %
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AEPCX vs. TIOIX commentary
Jul 05, 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 Buy and TIOIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. TIOIX (2.7B). AEPCX pays higher dividends than TIOIX: AEPCX (2.11) vs TIOIX (1.90). AEPCX was incepted earlier than TIOIX: AEPCX (25 years) vs TIOIX (13 years). AEPCX (1.58) is less costly to investors than TIOIX (0.60). TIOIX is a more actively managed with annual turnover of: 58.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than TIOIX: AEPCX (250) vs TIOIX (1000000). TIOIX annual gain was more profitable for investors over the last year : 9.21 vs. AEPCX (5.43). TIOIX return over 5 years is better than : -5.22 vs. AEPCX (-8.77).
| AEPCX | TIOIX | AEPCX / TIOIX | |
| Total Expense Ratio | 1.58 | 0.60 | 263% |
| Annual Report Gross Expense Ratio | 1.58 | 0.60 | 263% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 3.393 | 7.255 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.7B | 5,294% |
| Annual Yield % from dividends | 2.11 | 1.90 | 111% |
| Returns for 1 year | 5.43 | 9.21 | 59% |
| Returns for 3 years | 17.84 | 27.65 | 65% |
| Returns for 5 years | -8.77 | -5.22 | 168% |
| Returns for 10 years | 44.80 | 96.79 | 46% |
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