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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 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 AEPFX is a Buy and TRNZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. TRNZX (13.4B). 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 : 9.78 vs. AEPFX (8.51). TRNZX return over 5 years is better than : 14.65 vs. AEPFX (-0.90).
| 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 | 4.060 | 10.297 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.4B | 1,052% |
| Annual Yield % from dividends | 2.72 | 2.86 | 95% |
| Returns for 1 year | 8.51 | 9.78 | 87% |
| Returns for 3 years | 19.36 | 30.39 | 64% |
| Returns for 5 years | -0.90 | 14.65 | -6% |
| Returns for 10 years | 54.97 | N/A | - |
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