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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
Sep 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 TIOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. TIOSX (2.65B). AEPCX pays higher dividends than TIOSX: AEPCX (2.07) vs TIOSX (1.49). AEPCX was incepted earlier than TIOSX: AEPCX (26 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 : 5.84 vs. AEPCX (3.15). TIOSX (-8.44) and AEPCX (-8.48) have equivalent 5 years return.
| AEPCX | TIOSX | AEPCX / TIOSX | |
| Total Expense Ratio | 1.58 | 0.97 | 163% |
| Annual Report Gross Expense Ratio | 1.58 | 0.97 | 163% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 6.041 | 7.748 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.65B | 5,293% |
| Annual Yield % from dividends | 2.07 | 1.49 | 140% |
| Returns for 1 year | 3.15 | 5.84 | 54% |
| Returns for 3 years | 24.32 | 32.61 | 75% |
| Returns for 5 years | -8.48 | -8.44 | 100% |
| Returns for 10 years | 40.12 | 86.73 | 46% |
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