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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
Jun 15, 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 TIOIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. TIOIX (2.82B). AEPGX pays higher dividends than TIOIX: AEPGX (2.47) vs TIOIX (1.93). 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). AEPGX annual gain was more profitable for investors over the last year : 14.30 vs. TIOIX (11.04). TIOIX return over 5 years is better than : -3.57 vs. AEPGX (-4.33).
| 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 | 9.817 | 7.799 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.82B | 5,066% |
| Annual Yield % from dividends | 2.47 | 1.93 | 128% |
| Returns for 1 year | 14.30 | 11.04 | 130% |
| Returns for 3 years | 27.46 | 28.83 | 95% |
| Returns for 5 years | -4.33 | -3.57 | 121% |
| Returns for 10 years | 65.13 | 99.83 | 65% |
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