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AEPCX vs TIOVX
AEPCX vs TIOVX Comparison
Open Charts AEPCX vs TIOVX
AEPCX vs TIOVX Comparison Chart in %
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AEPCX vs. TIOVX 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 TIOVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. TIOVX (2.71B). TIOVX pays higher dividends than AEPCX: TIOVX (2.37) vs AEPCX (2.11). 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 : 11.96 vs. AEPCX (4.09). TIOVX return over 5 years is better than : -1.75 vs. AEPCX (-9.69).
| 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 | 1.869 | 8.142 | 23% |
| 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 | 2.37 | 89% |
| Returns for 1 year | 4.09 | 11.96 | 34% |
| Returns for 3 years | 13.07 | 27.46 | 48% |
| Returns for 5 years | -9.69 | -1.75 | 552% |
| Returns for 10 years | 37.90 | N/A | - |
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