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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
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 TIOVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. TIOVX (2.74B). AEPGX (2.56) and TIOVX (2.44) have matching dividends . 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 : 13.28 vs. AEPGX (8.66). TIOVX return over 5 years is better than : 1.71 vs. AEPGX (1.00).
| 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 | 8.015 | 11.279 | 71% |
| 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 | 2.44 | 105% |
| Returns for 1 year | 8.66 | 13.28 | 65% |
| Returns for 3 years | 30.30 | 40.82 | 74% |
| Returns for 5 years | 1.00 | 1.71 | 59% |
| Returns for 10 years | 47.95 | N/A | - |
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