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AEPFX vs TIGVX
AEPFX vs TIGVX Comparison
Open Charts AEPFX vs TIGVX
AEPFX vs TIGVX Comparison Chart in %
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AEPFX vs. TIGVX commentary
Aug 01, 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 AEPFX is a Buy and TIGVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. TIGVX (653M). AEPFX pays higher dividends than TIGVX: AEPFX (2.70) vs TIGVX (0.00). AEPFX was incepted earlier than TIGVX: AEPFX (18 years) vs TIGVX (19 years). TIGVX (2.36) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. TIGVX (28.09). TIGVX has a lower initial minimum investment than AEPFX: TIGVX (0) vs AEPFX (250). AEPFX (8.51) and TIGVX (8.45) have marching annual gain over last year. AEPFX return over 5 years is better than : -0.90 vs. TIGVX (-14.68).
| AEPFX | TIGVX | AEPFX / TIGVX | |
| Total Expense Ratio | 0.59 | 1.49 | 40% |
| Annual Report Gross Expense Ratio | 0.59 | 2.36 | 25% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 4.060 | 8.587 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 653M | 21,593% |
| Annual Yield % from dividends | 2.70 | 0.00 | - |
| Returns for 1 year | 8.51 | 8.45 | 101% |
| Returns for 3 years | 19.36 | 13.98 | 138% |
| Returns for 5 years | -0.90 | -14.68 | 6% |
| Returns for 10 years | 54.97 | 43.51 | 126% |
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