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AEPCX vs SCOBX
AEPCX vs SCOBX Comparison
Open Charts AEPCX vs SCOBX
AEPCX vs SCOBX Comparison Chart in %
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AEPCX vs. SCOBX commentary
Jun 24, 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 SCOBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. SCOBX (499M). AEPCX pays higher dividends than SCOBX: AEPCX (2.06) vs SCOBX (1.17). AEPCX was incepted earlier than SCOBX: AEPCX (25 years) vs SCOBX (40 years). AEPCX (1.58) is less costly to investors than SCOBX (0.93). AEPCX is a more actively managed with annual turnover of: 50.00 vs. SCOBX (11.00). AEPCX has a lower initial minimum investment than SCOBX: AEPCX (250) vs SCOBX (2500). SCOBX annual gain was more profitable for investors over the last year : 13.89 vs. AEPCX (12.62). SCOBX return over 5 years is better than : 8.51 vs. AEPCX (-6.03).
| AEPCX | SCOBX | AEPCX / SCOBX | |
| Total Expense Ratio | 1.58 | 0.93 | 170% |
| Annual Report Gross Expense Ratio | 1.58 | 0.93 | 170% |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 6.335 | 9.117 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 499M | 28,657% |
| Annual Yield % from dividends | 2.06 | 1.17 | 176% |
| Returns for 1 year | 12.62 | 13.89 | 91% |
| Returns for 3 years | 23.00 | 42.18 | 55% |
| Returns for 5 years | -6.03 | 8.51 | -71% |
| Returns for 10 years | 53.69 | 101.75 | 53% |
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