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AEPGX vs TIOVX
AEPGX vs TIOVX Comparison
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AEPGX vs TIOVX Comparison Chart in %
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AEPGX vs. TIOVX 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 TIOVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. TIOVX (2.71B). AEPGX pays higher dividends than TIOVX: AEPGX (2.53) vs TIOVX (2.37). AEPGX was incepted earlier than TIOVX: AEPGX (42 years) vs TIOVX (8 years). AEPGX (0.83) is less costly to investors than TIOVX (0.60). TIOVX is a more actively managed with annual turnover of: 58.00 vs. AEPGX (50.00). TIOVX has a lower initial minimum investment than AEPGX: TIOVX (0) vs AEPGX (250). TIOVX annual gain was more profitable for investors over the last year : 11.96 vs. AEPGX (5.55). TIOVX return over 5 years is better than : -1.75 vs. AEPGX (-5.69).
| AEPGX | TIOVX | AEPGX / TIOVX | |
| Total Expense Ratio | 0.83 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.83 | 0.60 | 138% |
| Fund Existence | 42 years | 8 years | - |
| Gain YTD | 2.578 | 8.142 | 32% |
| 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 | 2.37 | 107% |
| Returns for 1 year | 5.55 | 11.96 | 46% |
| Returns for 3 years | 16.83 | 27.46 | 61% |
| Returns for 5 years | -5.69 | -1.75 | 324% |
| Returns for 10 years | 45.72 | N/A | - |
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