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AEPGX vs TIOIX
AEPGX vs TIOIX Comparison
Open Charts AEPGX vs TIOIX
AEPGX vs TIOIX Comparison Chart in %
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AEPGX vs. TIOIX commentary
Jul 05, 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 TIOIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. TIOIX (2.7B). AEPGX pays higher dividends than TIOIX: AEPGX (2.53) vs TIOIX (1.90). AEPGX was incepted earlier than TIOIX: AEPGX (42 years) vs TIOIX (13 years). AEPGX (0.83) is less costly to investors than TIOIX (0.60). TIOIX is a more actively managed with annual turnover of: 58.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than TIOIX: AEPGX (250) vs TIOIX (1000000). TIOIX annual gain was more profitable for investors over the last year : 9.21 vs. AEPGX (6.92). AEPGX return over 5 years is better than : -4.72 vs. TIOIX (-5.22).
| AEPGX | TIOIX | AEPGX / TIOIX | |
| Total Expense Ratio | 0.83 | 0.60 | 138% |
| Annual Report Gross Expense Ratio | 0.83 | 0.60 | 138% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 4.099 | 7.255 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.7B | 5,294% |
| Annual Yield % from dividends | 2.53 | 1.90 | 133% |
| Returns for 1 year | 6.92 | 9.21 | 75% |
| Returns for 3 years | 21.78 | 27.65 | 79% |
| Returns for 5 years | -4.72 | -5.22 | 91% |
| Returns for 10 years | 52.99 | 96.79 | 55% |
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