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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
Sep 12, 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 TIOTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. TIOTX (2.65B). AEPGX pays higher dividends than TIOTX: AEPGX (2.48) 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 : 5.94 vs. AEPGX (4.61). AEPGX return over 5 years is better than : -4.41 vs. TIOTX (-7.94).
| 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 | 6.924 | 7.828 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.65B | 5,293% |
| Annual Yield % from dividends | 2.48 | 1.68 | 148% |
| Returns for 1 year | 4.61 | 5.94 | 78% |
| Returns for 3 years | 28.47 | 33.03 | 86% |
| Returns for 5 years | -4.41 | -7.94 | 56% |
| Returns for 10 years | 48.08 | 88.63 | 54% |
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