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AEPCX vs TIOSX
AEPCX vs TIOSX Comparison
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AEPCX vs TIOSX Comparison Chart in %
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AEPCX vs. TIOSX 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 TIOSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. TIOSX (2.9B). AEPCX pays higher dividends than TIOSX: AEPCX (2.06) vs TIOSX (1.51). AEPCX was incepted earlier than TIOSX: AEPCX (25 years) vs TIOSX (13 years). AEPCX (1.58) is less costly to investors than TIOSX (0.97). TIOSX is a more actively managed with annual turnover of: 58.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than TIOSX: AEPCX (250) vs TIOSX (2500). TIOSX annual gain was more profitable for investors over the last year : 17.55 vs. AEPCX (9.08). TIOSX return over 5 years is better than : -2.36 vs. AEPCX (-9.45).
| AEPCX | TIOSX | AEPCX / TIOSX | |
| Total Expense Ratio | 1.58 | 0.97 | 163% |
| Annual Report Gross Expense Ratio | 1.58 | 0.97 | 163% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 3.272 | 10.714 | 31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.9B | 4,931% |
| Annual Yield % from dividends | 2.06 | 1.51 | 137% |
| Returns for 1 year | 9.08 | 17.55 | 52% |
| Returns for 3 years | 19.46 | 33.20 | 59% |
| Returns for 5 years | -9.45 | -2.36 | 400% |
| Returns for 10 years | 49.26 | 104.88 | 47% |
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