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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
Jul 14, 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 TIOSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. TIOSX (2.71B). AEPGX pays higher dividends than TIOSX: AEPGX (2.53) vs TIOSX (1.48). 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 : 10.91 vs. AEPGX (5.55). AEPGX (-5.69) and TIOSX (-5.80) have equivalent 5 years return.
| 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 | 2.578 | 7.627 | 34% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.71B | 5,205% |
| Annual Yield % from dividends | 2.53 | 1.48 | 171% |
| Returns for 1 year | 5.55 | 10.91 | 51% |
| Returns for 3 years | 16.83 | 23.83 | 71% |
| Returns for 5 years | -5.69 | -5.80 | 98% |
| Returns for 10 years | 45.72 | 90.88 | 50% |
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