Interact to see
Advertisement
Advertisement
AEPCX vs TIOIX
AEPCX vs TIOIX Comparison
Open Charts AEPCX vs TIOIX
AEPCX vs TIOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. TIOIX commentary
Jul 26, 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 TIOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. TIOIX (2.6B). 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 : 5.51 vs. AEPCX (0.99). TIOIX return over 5 years is better than : -7.83 vs. AEPCX (-10.38).
| 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 | 0.969 | 3.930 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.6B | 5,415% |
| Annual Yield % from dividends | 2.11 | 1.90 | 111% |
| Returns for 1 year | 0.99 | 5.51 | 18% |
| Returns for 3 years | 12.61 | 21.20 | 60% |
| Returns for 5 years | -10.38 | -7.83 | 133% |
| Returns for 10 years | 36.41 | 87.05 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers