AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
TRNZX
Price
$23.03
Change
+$0.06 (+0.26%)
Updated
Jul 31 closing price
Net Assets
13.4B
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AEPCX vs TRNZX

AEPCX vs TRNZX Comparison Chart in %
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AEPCX vs. TRNZX commentary
Aug 03, 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 Buy and TRNZX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. TRNZX (13.4B). 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 : 9.78 vs. AEPCX (6.78). TRNZX return over 5 years is better than : 14.65 vs. AEPCX (-7.30).
AEPCXTRNZXAEPCX / TRNZX
Total Expense Ratio1.580.00-
Annual Report Gross Expense Ratio1.580.66239%
Fund Existence25 years6 years-
Gain YTD3.16810.29731%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B13.4B1,052%
Annual Yield % from dividends2.132.8675%
Returns for 1 year6.789.7869%
Returns for 3 years14.7030.3948%
Returns for 5 years-7.3014.65-50%
Returns for 10 years38.82N/A-
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