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AEPCX vs TIOTX
AEPCX vs TIOTX Comparison
Open Charts AEPCX vs TIOTX
AEPCX vs TIOTX Comparison Chart in %
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AEPCX vs. TIOTX 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 TIOTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. TIOTX (2.71B). AEPCX pays higher dividends than TIOTX: AEPCX (2.11) vs TIOTX (1.68). AEPCX was incepted earlier than TIOTX: AEPCX (25 years) vs TIOTX (13 years). AEPCX (1.58) is less costly to investors than TIOTX (0.85). TIOTX is a more actively managed with annual turnover of: 58.00 vs. AEPCX (50.00). TIOTX has a lower initial minimum investment than AEPCX: TIOTX (0) vs AEPCX (250). TIOTX annual gain was more profitable for investors over the last year : 11.02 vs. AEPCX (4.09). TIOTX return over 5 years is better than : -5.20 vs. AEPCX (-9.69).
| AEPCX | TIOTX | AEPCX / TIOTX | |
| Total Expense Ratio | 1.58 | 0.85 | 186% |
| Annual Report Gross Expense Ratio | 1.58 | 0.85 | 186% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 1.869 | 7.706 | 24% |
| 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 | 1.68 | 126% |
| Returns for 1 year | 4.09 | 11.02 | 37% |
| Returns for 3 years | 13.07 | 24.21 | 54% |
| Returns for 5 years | -9.69 | -5.20 | 186% |
| Returns for 10 years | 37.90 | 93.01 | 41% |
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