Interact to see
Advertisement
Advertisement
AEPGX vs TIOVX
AEPGX vs TIOVX Comparison
Open Charts AEPGX vs TIOVX
AEPGX vs TIOVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. TIOVX commentary
Sep 13, 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 TIOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. TIOVX (2.65B). AEPGX (2.48) and TIOVX (2.37) 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 : 6.81 vs. AEPGX (4.61). AEPGX (-4.41) and TIOVX (-4.60) have equivalent 5 years return.
| 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 | 6.924 | 8.384 | 83% |
| 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 | 2.37 | 105% |
| Returns for 1 year | 4.61 | 6.81 | 68% |
| Returns for 3 years | 28.47 | 36.48 | 78% |
| Returns for 5 years | -4.41 | -4.60 | 96% |
| Returns for 10 years | 48.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement