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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
Aug 23, 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 StrongBuy and TIOSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TIOSX (2.74B). AEPCX pays higher dividends than TIOSX: AEPCX (2.13) vs TIOSX (1.52). 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 : 12.24 vs. AEPCX (7.17). TIOSX return over 5 years is better than : -2.46 vs. AEPCX (-3.27).
| 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 | 7.184 | 10.654 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.74B | 5,004% |
| Annual Yield % from dividends | 2.13 | 1.52 | 140% |
| Returns for 1 year | 7.17 | 12.24 | 59% |
| Returns for 3 years | 26.10 | 36.77 | 71% |
| Returns for 5 years | -3.27 | -2.46 | 133% |
| Returns for 10 years | 40.04 | 87.67 | 46% |
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