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AEGFX vs SCOBX
AEGFX vs SCOBX Comparison
Open Charts AEGFX vs SCOBX
AEGFX vs SCOBX Comparison Chart in %
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AEGFX vs. SCOBX commentary
Sep 16, 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 AEGFX is a Buy and SCOBX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. SCOBX (488M). AEGFX pays higher dividends than SCOBX: AEGFX (2.48) vs SCOBX (1.16). AEGFX was incepted earlier than SCOBX: AEGFX (26 years) vs SCOBX (40 years). SCOBX (0.93) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. SCOBX (11.00). AEGFX has a lower initial minimum investment than SCOBX: AEGFX (250) vs SCOBX (2500). SCOBX annual gain was more profitable for investors over the last year : 6.52 vs. AEGFX (3.06). SCOBX return over 5 years is better than : 0.74 vs. AEGFX (-5.76).
| AEGFX | SCOBX | AEGFX / SCOBX | |
| Total Expense Ratio | 0.86 | 0.93 | 92% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 26 years | 40 years | - |
| Gain YTD | 5.352 | 7.639 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 488M | 28,689% |
| Annual Yield % from dividends | 2.48 | 1.16 | 213% |
| Returns for 1 year | 3.06 | 6.52 | 47% |
| Returns for 3 years | 25.90 | 40.45 | 64% |
| Returns for 5 years | -5.76 | 0.74 | -777% |
| Returns for 10 years | 45.29 | 88.64 | 51% |
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