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AEPCX vs TIOVX
AEPCX vs TIOVX Comparison
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AEPCX vs TIOVX Comparison Chart in %
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AEPCX vs. TIOVX 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 TIOVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TIOVX (2.74B). TIOVX pays higher dividends than AEPCX: TIOVX (2.44) vs AEPCX (2.13). AEPCX was incepted earlier than TIOVX: AEPCX (25 years) vs TIOVX (8 years). AEPCX (1.58) is less costly to investors than TIOVX (0.60). TIOVX is a more actively managed with annual turnover of: 58.00 vs. AEPCX (50.00). TIOVX has a lower initial minimum investment than AEPCX: TIOVX (0) vs AEPCX (250). TIOVX annual gain was more profitable for investors over the last year : 13.28 vs. AEPCX (7.17). TIOVX return over 5 years is better than : 1.71 vs. AEPCX (-3.27).
| AEPCX | TIOVX | AEPCX / TIOVX | |
| Total Expense Ratio | 1.58 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.58 | 0.60 | 263% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 7.184 | 11.279 | 64% |
| 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 | 2.44 | 88% |
| Returns for 1 year | 7.17 | 13.28 | 54% |
| Returns for 3 years | 26.10 | 40.82 | 64% |
| Returns for 5 years | -3.27 | 1.71 | -191% |
| Returns for 10 years | 40.04 | N/A | - |
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