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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
Aug 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 Buy and TIOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. TIOSX (2.67B). AEPGX pays higher dividends than TIOSX: AEPGX (2.56) vs TIOSX (1.52). 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 : 11.53 vs. AEPGX (8.28). AEPGX return over 5 years is better than : -3.18 vs. TIOSX (-6.08).
| 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 | 3.933 | 6.174 | 64% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.67B | 5,291% |
| Annual Yield % from dividends | 2.56 | 1.52 | 168% |
| Returns for 1 year | 8.28 | 11.53 | 72% |
| Returns for 3 years | 18.54 | 23.40 | 79% |
| Returns for 5 years | -3.18 | -6.08 | 52% |
| Returns for 10 years | 46.68 | 84.37 | 55% |
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