AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
TRNZX
Price
$24.01
Change
+$0.23 (+0.97%)
Updated
Aug 21 closing price
Net Assets
13.85B
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AEPCX vs TRNZX

AEPCX vs TRNZX Comparison Chart in %
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AEPCX vs. TRNZX 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 TRNZX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TRNZX (13.9B). TRNZX pays higher dividends than AEPCX: TRNZX (2.86) vs AEPCX (2.13). AEPCX was incepted earlier than TRNZX: AEPCX (25 years) vs TRNZX (6 years). AEPCX (1.58) is less costly to investors than TRNZX (0.66). AEPCX is a more actively managed with annual turnover of: 50.00 vs. TRNZX (40.20). TRNZX has a lower initial minimum investment than AEPCX: TRNZX (0) vs AEPCX (250). TRNZX annual gain was more profitable for investors over the last year : 11.66 vs. AEPCX (7.17). TRNZX return over 5 years is better than : 20.02 vs. AEPCX (-3.27).
AEPCXTRNZXAEPCX / TRNZX
Total Expense Ratio1.580.00-
Annual Report Gross Expense Ratio1.580.66239%
Fund Existence25 years6 years-
Gain YTD7.18414.99048%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B13.9B986%
Annual Yield % from dividends2.132.8675%
Returns for 1 year7.1711.6661%
Returns for 3 years26.1044.1059%
Returns for 5 years-3.2720.02-16%
Returns for 10 years40.04N/A-
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