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AEPFX vs TRNZX
AEPFX vs TRNZX Comparison
Open Charts AEPFX vs TRNZX
AEPFX vs TRNZX Comparison Chart in %
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AEPFX 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 AEPFX is a StrongBuy and TRNZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. TRNZX (13.9B). TRNZX pays higher dividends than AEPFX: TRNZX (2.86) vs AEPFX (2.72). AEPFX was incepted earlier than TRNZX: AEPFX (18 years) vs TRNZX (6 years). TRNZX (0.66) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. TRNZX (40.20). TRNZX has a lower initial minimum investment than AEPFX: TRNZX (0) vs AEPFX (250). TRNZX annual gain was more profitable for investors over the last year : 11.66 vs. AEPFX (8.91). TRNZX return over 5 years is better than : 20.02 vs. AEPFX (3.40).
| AEPFX | TRNZX | AEPFX / TRNZX | |
| Total Expense Ratio | 0.59 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.59 | 0.66 | 89% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 8.169 | 14.990 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.9B | 986% |
| Annual Yield % from dividends | 2.72 | 2.86 | 95% |
| Returns for 1 year | 8.91 | 11.66 | 76% |
| Returns for 3 years | 31.21 | 44.10 | 71% |
| Returns for 5 years | 3.40 | 20.02 | 17% |
| Returns for 10 years | 56.30 | N/A | - |
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