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AEPGX vs TIOTX
AEPGX vs TIOTX Comparison
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AEPGX vs TIOTX Comparison Chart in %
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AEPGX vs. TIOTX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TIOTX (2.9B). AEPGX pays higher dividends than TIOTX: AEPGX (2.47) vs TIOTX (1.70). 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 (35.00). TIOTX has a lower initial minimum investment than AEPGX: TIOTX (0) vs AEPGX (250). AEPGX (14.87) and TIOTX (14.47) have marching annual gain over last year. TIOTX return over 5 years is better than : -0.85 vs. AEPGX (-1.55).
| 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 | 11.585 | 9.345 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.9B | 4,727% |
| Annual Yield % from dividends | 2.47 | 1.70 | 145% |
| Returns for 1 year | 14.87 | 14.47 | 103% |
| Returns for 3 years | 32.29 | 32.33 | 100% |
| Returns for 5 years | -1.55 | -0.85 | 183% |
| Returns for 10 years | 60.12 | 90.15 | 67% |
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