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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
Jul 14, 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: 141B vs. TIOSX (2.71B). AEPCX pays higher dividends than TIOSX: AEPCX (2.11) vs TIOSX (1.48). 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 : 10.91 vs. AEPCX (4.09). TIOSX return over 5 years is better than : -5.80 vs. AEPCX (-9.69).
| 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 | 1.869 | 7.627 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.71B | 5,205% |
| Annual Yield % from dividends | 2.11 | 1.48 | 143% |
| Returns for 1 year | 4.09 | 10.91 | 37% |
| Returns for 3 years | 13.07 | 23.83 | 55% |
| Returns for 5 years | -9.69 | -5.80 | 167% |
| Returns for 10 years | 37.90 | 90.88 | 42% |
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