AEPGX
Price
$67.88
Change
+$0.36 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
TINVX
Price
$27.16
Change
+$0.18 (+0.67%)
Updated
Jun 2 closing price
Net Assets
696.39M
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AEPGX vs TINVX

Header iconAEPGX vs TINVX Comparison
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AEPGX vs TINVX Comparison Chart in %
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AEPGX vs. TINVX commentary
Jun 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 AEPGX is a Hold and TINVX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TINVX (696M). AEPGX pays higher dividends than TINVX: AEPGX (2.47) vs TINVX (0.00). AEPGX was incepted earlier than TINVX: AEPGX (42 years) vs TINVX (18 years). TINVX (2.12) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. TINVX (28.09). TINVX has a lower initial minimum investment than AEPGX: TINVX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. TINVX (11.49). AEPGX return over 5 years is better than : -1.55 vs. TINVX (-11.29).
AEPGXTINVXAEPGX / TINVX
Total Expense Ratio0.831.2467%
Annual Report Gross Expense Ratio0.832.1239%
Fund Existence42 years18 years-
Gain YTD11.5859.809118%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B696M19,684%
Annual Yield % from dividends2.470.00-
Returns for 1 year14.8711.49129%
Returns for 3 years32.2917.90180%
Returns for 5 years-1.55-11.2914%
Returns for 10 years60.1247.39127%
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