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AEPGX vs TIOTX
AEPGX vs TIOTX Comparison
Open Charts AEPGX vs TIOTX
AEPGX vs TIOTX Comparison Chart in %
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AEPGX vs. TIOTX 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 TIOTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. TIOTX (2.71B). AEPGX pays higher dividends than TIOTX: AEPGX (2.53) vs TIOTX (1.68). AEPGX was incepted earlier than TIOTX: AEPGX (42 years) vs TIOTX (13 years). TIOTX (0.85) and AEPGX (0.83) have similar cost to investors . TIOTX is a more actively managed with annual turnover of: 58.00 vs. AEPGX (50.00). TIOTX has a lower initial minimum investment than AEPGX: TIOTX (0) vs AEPGX (250). TIOTX annual gain was more profitable for investors over the last year : 11.02 vs. AEPGX (5.55). TIOTX return over 5 years is better than : -5.20 vs. AEPGX (-5.69).
| AEPGX | TIOTX | AEPGX / TIOTX | |
| Total Expense Ratio | 0.83 | 0.85 | 98% |
| Annual Report Gross Expense Ratio | 0.83 | 0.85 | 98% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 2.578 | 7.706 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.71B | 5,205% |
| Annual Yield % from dividends | 2.53 | 1.68 | 151% |
| Returns for 1 year | 5.55 | 11.02 | 50% |
| Returns for 3 years | 16.83 | 24.21 | 70% |
| Returns for 5 years | -5.69 | -5.20 | 109% |
| Returns for 10 years | 45.72 | 93.01 | 49% |
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