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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
Aug 23, 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 StrongBuy and TIOTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TIOTX (2.74B). AEPGX pays higher dividends than TIOTX: AEPGX (2.56) vs TIOTX (1.72). 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 : 12.35 vs. AEPGX (8.66). AEPGX return over 5 years is better than : 1.00 vs. TIOTX (-1.84).
| 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 | 8.015 | 10.740 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.74B | 5,004% |
| Annual Yield % from dividends | 2.56 | 1.72 | 148% |
| Returns for 1 year | 8.66 | 12.35 | 70% |
| Returns for 3 years | 30.30 | 37.21 | 81% |
| Returns for 5 years | 1.00 | -1.84 | -55% |
| Returns for 10 years | 47.95 | 89.78 | 53% |
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