| AEPCX | SCOBX | AEPCX / SCOBX | |
| Total Expense Ratio | 1.57 | 0.87 | 180% |
| Annual Report Gross Expense Ratio | 1.57 | 0.94 | 167% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 20.379 | 16.841 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 472M | 28,390% |
| Annual Yield % from dividends | 0.15 | 1.25 | 12% |
| Returns for 1 year | 13.43 | 12.69 | 106% |
| Returns for 3 years | 30.01 | 36.56 | 82% |
| Returns for 5 years | -0.19 | 11.25 | -2% |
| Returns for 10 years | 36.65 | 75.46 | 49% |