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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
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 TIOTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. TIOTX (2.65B). AEPCX pays higher dividends than TIOTX: AEPCX (2.07) vs TIOTX (1.68). AEPCX was incepted earlier than TIOTX: AEPCX (26 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 : 5.94 vs. AEPCX (3.15). TIOTX return over 5 years is better than : -7.94 vs. AEPCX (-8.48).
| AEPCX | TIOTX | AEPCX / TIOTX | |
| Total Expense Ratio | 1.58 | 0.85 | 186% |
| Annual Report Gross Expense Ratio | 1.58 | 0.85 | 186% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 6.041 | 7.828 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.65B | 5,293% |
| Annual Yield % from dividends | 2.07 | 1.68 | 124% |
| Returns for 1 year | 3.15 | 5.94 | 53% |
| Returns for 3 years | 24.32 | 33.03 | 74% |
| Returns for 5 years | -8.48 | -7.94 | 107% |
| Returns for 10 years | 40.12 | 88.63 | 45% |
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