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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TIOTX (2.9B). AEPCX pays higher dividends than TIOTX: AEPCX (2.06) vs TIOTX (1.70). AEPCX was incepted earlier than TIOTX: AEPCX (25 years) vs TIOTX (13 years). AEPCX (1.57) is less costly to investors than TIOTX (0.85). TIOTX is a more actively managed with annual turnover of: 58.00 vs. AEPCX (35.00). 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 : 14.47 vs. AEPCX (13.48). TIOTX return over 5 years is better than : -0.85 vs. AEPCX (-5.59).
| AEPCX | TIOTX | AEPCX / TIOTX | |
| Total Expense Ratio | 1.57 | 0.85 | 185% |
| Annual Report Gross Expense Ratio | 1.57 | 0.85 | 185% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 11.217 | 9.345 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.9B | 4,727% |
| Annual Yield % from dividends | 2.06 | 1.70 | 121% |
| Returns for 1 year | 13.48 | 14.47 | 93% |
| Returns for 3 years | 28.39 | 32.33 | 88% |
| Returns for 5 years | -5.59 | -0.85 | 660% |
| Returns for 10 years | 51.98 | 90.15 | 58% |
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