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AEPCX vs TIOTX
AEPCX vs TIOTX Comparison
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AEPCX vs TIOTX Comparison Chart in %
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AEPCX vs. TIOTX 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 TIOTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TIOTX (2.74B). AEPCX pays higher dividends than TIOTX: AEPCX (2.13) vs TIOTX (1.72). 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 : 12.35 vs. AEPCX (7.17). TIOTX return over 5 years is better than : -1.84 vs. AEPCX (-3.27).
| 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 | 7.184 | 10.740 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.74B | 5,004% |
| Annual Yield % from dividends | 2.13 | 1.72 | 124% |
| Returns for 1 year | 7.17 | 12.35 | 58% |
| Returns for 3 years | 26.10 | 37.21 | 70% |
| Returns for 5 years | -3.27 | -1.84 | 178% |
| Returns for 10 years | 40.04 | 89.78 | 45% |
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