AEPGX
Price
$67.88
Change
+$0.36 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
TIOHX
Price
$18.25
Change
+$0.18 (+1.00%)
Updated
Jun 2 closing price
Net Assets
2.9B
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AEPGX vs TIOHX

Header iconAEPGX vs TIOHX Comparison
Open Charts AEPGX vs TIOHXBanner chart's image
AEPGX vs TIOHX Comparison Chart in %
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AEPGX vs. TIOHX commentary
Jun 04, 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 TIOHX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TIOHX (2.9B). AEPGX pays higher dividends than TIOHX: AEPGX (2.47) vs TIOHX (1.87). AEPGX was incepted earlier than TIOHX: AEPGX (42 years) vs TIOHX (11 years). AEPGX (0.83) is less costly to investors than TIOHX (0.68). TIOHX is a more actively managed with annual turnover of: 58.00 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than TIOHX: AEPGX (250) vs TIOHX (100000). AEPGX (14.87) and TIOHX (14.63) have marching annual gain over last year. TIOHX return over 5 years is better than : -0.32 vs. AEPGX (-1.55).
AEPGXTIOHXAEPGX / TIOHX
Total Expense Ratio0.830.68122%
Annual Report Gross Expense Ratio0.830.68122%
Fund Existence42 years11 years-
Gain YTD11.5859.383123%
Front Load6%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.9B4,727%
Annual Yield % from dividends2.471.87132%
Returns for 1 year14.8714.63102%
Returns for 3 years32.2933.0698%
Returns for 5 years-1.55-0.32483%
Returns for 10 years60.1291.7366%
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