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AEPGX vs TINVX
AEPGX vs TINVX Comparison
Open Charts AEPGX vs TINVX
AEPGX vs TINVX Comparison Chart in %
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AEPGX vs. TINVX commentary
Sep 13, 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 AEPGX is a Buy and TINVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. TINVX (653M). AEPGX pays higher dividends than TINVX: AEPGX (2.48) vs TINVX (0.00). AEPGX was incepted earlier than TINVX: AEPGX (42 years) vs TINVX (19 years). TINVX (2.12) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. TINVX (28.09). TINVX has a lower initial minimum investment than AEPGX: TINVX (0) vs AEPGX (250). TINVX annual gain was more profitable for investors over the last year : 5.43 vs. AEPGX (4.61). AEPGX return over 5 years is better than : -4.41 vs. TINVX (-16.77).
| AEPGX | TINVX | AEPGX / TINVX | |
| Total Expense Ratio | 0.83 | 1.24 | 67% |
| Annual Report Gross Expense Ratio | 0.83 | 2.12 | 39% |
| Fund Existence | 42 years | 19 years | - |
| Gain YTD | 6.924 | 8.995 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 653M | 21,440% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 4.61 | 5.43 | 85% |
| Returns for 3 years | 28.47 | 20.23 | 141% |
| Returns for 5 years | -4.41 | -16.77 | 26% |
| Returns for 10 years | 48.08 | 42.13 | 114% |
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