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AEPGX vs TIOSX
AEPGX vs TIOSX Comparison
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AEPGX vs TIOSX Comparison Chart in %
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AEPGX vs. TIOSX commentary
Sep 12, 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 TIOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. TIOSX (2.65B). AEPGX pays higher dividends than TIOSX: AEPGX (2.48) vs TIOSX (1.49). AEPGX was incepted earlier than TIOSX: AEPGX (42 years) vs TIOSX (13 years). TIOSX (0.97) is less costly to investors than AEPGX (0.83). TIOSX is a more actively managed with annual turnover of: 58.00 vs. AEPGX (50.00). AEPGX (6%) and TIOSX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than TIOSX: AEPGX (250) vs TIOSX (2500). TIOSX annual gain was more profitable for investors over the last year : 5.84 vs. AEPGX (4.61). AEPGX return over 5 years is better than : -4.41 vs. TIOSX (-8.44).
| AEPGX | TIOSX | AEPGX / TIOSX | |
| Total Expense Ratio | 0.83 | 0.97 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.97 | 86% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 6.924 | 7.748 | 89% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.65B | 5,293% |
| Annual Yield % from dividends | 2.48 | 1.49 | 167% |
| Returns for 1 year | 4.61 | 5.84 | 79% |
| Returns for 3 years | 28.47 | 32.61 | 87% |
| Returns for 5 years | -4.41 | -8.44 | 52% |
| Returns for 10 years | 48.08 | 86.73 | 55% |
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