AEPGX
Price
$65.36
Change
+$0.75 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
TINVX
Price
$27.68
Change
+$0.25 (+0.91%)
Updated
Aug 21 closing price
Net Assets
683.26M
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AEPGX vs TINVX

AEPGX vs TINVX Comparison Chart in %
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AEPGX vs. TINVX 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 AEPGX is a StrongBuy and TINVX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TINVX (683M). AEPGX pays higher dividends than TINVX: AEPGX (2.56) 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 : 10.85 vs. AEPGX (8.66). AEPGX return over 5 years is better than : 1.00 vs. TINVX (-10.05).
AEPGXTINVXAEPGX / TINVX
Total Expense Ratio0.831.2467%
Annual Report Gross Expense Ratio0.832.1239%
Fund Existence42 years19 years-
Gain YTD8.01512.65863%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B683M20,059%
Annual Yield % from dividends2.560.00-
Returns for 1 year8.6610.8580%
Returns for 3 years30.3024.38124%
Returns for 5 years1.00-10.05-10%
Returns for 10 years47.9544.84107%
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