AEPCX
Price
$60.94
Change
-$0.21 (-0.34%)
Updated
Aug 19 closing price
Net Assets
137.41B
SCIZX
Price
$7.93
Change
+$0.10 (+1.28%)
Updated
Aug 19 closing price
Net Assets
236.72M
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AEPCX vs SCIZX

AEPCX vs SCIZX Comparison Chart in %
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AEPCX vs. SCIZX commentary
Aug 20, 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 AEPCX is a Hold and SCIZX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. SCIZX (237M). AEPCX pays higher dividends than SCIZX: AEPCX (2.13) vs SCIZX (0.20). AEPCX was incepted earlier than SCIZX: AEPCX (25 years) vs SCIZX (11 years). AEPCX (1.58) is less costly to investors than SCIZX (1.07). AEPCX is a more actively managed with annual turnover of: 50.00 vs. SCIZX (33.00). SCIZX has a lower initial minimum investment than AEPCX: SCIZX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 4.80 vs. SCIZX (2.69). AEPCX return over 5 years is better than : -4.80 vs. SCIZX (-33.24).
AEPCXSCIZXAEPCX / SCIZX
Total Expense Ratio1.580.95166%
Annual Report Gross Expense Ratio1.581.07148%
Fund Existence25 years11 years-
Gain YTD5.4871.729317%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B237M57,806%
Annual Yield % from dividends2.130.201,061%
Returns for 1 year4.802.69178%
Returns for 3 years24.57-14.25-172%
Returns for 5 years-4.80-33.2414%
Returns for 10 years38.48-20.28-190%
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