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AEPCX vs TIOPX
AEPCX vs TIOPX Comparison
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AEPCX vs TIOPX Comparison Chart in %
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AEPCX vs. TIOPX commentary
Jul 12, 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 TIOPX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. TIOPX (2.71B). AEPCX pays higher dividends than TIOPX: AEPCX (2.11) vs TIOPX (1.76). AEPCX was incepted earlier than TIOPX: AEPCX (25 years) vs TIOPX (13 years). AEPCX (1.58) is less costly to investors than TIOPX (0.75). TIOPX is a more actively managed with annual turnover of: 58.00 vs. AEPCX (50.00). TIOPX has a lower initial minimum investment than AEPCX: TIOPX (0) vs AEPCX (250). TIOPX annual gain was more profitable for investors over the last year : 9.85 vs. AEPCX (5.02). TIOPX return over 5 years is better than : -4.64 vs. AEPCX (-7.80).
| AEPCX | TIOPX | AEPCX / TIOPX | |
| Total Expense Ratio | 1.58 | 0.75 | 211% |
| Annual Report Gross Expense Ratio | 1.58 | 0.75 | 211% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 3.583 | 7.720 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.71B | 5,205% |
| Annual Yield % from dividends | 2.11 | 1.76 | 120% |
| Returns for 1 year | 5.02 | 9.85 | 51% |
| Returns for 3 years | 18.72 | 28.96 | 65% |
| Returns for 5 years | -7.80 | -4.64 | 168% |
| Returns for 10 years | 41.23 | 94.73 | 44% |
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