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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
Aug 26, 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 StrongBuy and SCOBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. SCOBX (500M). AEPCX pays higher dividends than SCOBX: AEPCX (2.13) vs SCOBX (1.18). 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 : 9.36 vs. AEPCX (6.07). SCOBX return over 5 years is better than : 4.47 vs. AEPCX (-5.21).
| 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 | 7.149 | 9.789 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 500M | 27,400% |
| Annual Yield % from dividends | 2.13 | 1.18 | 180% |
| Returns for 1 year | 6.07 | 9.36 | 65% |
| Returns for 3 years | 26.06 | 44.80 | 58% |
| Returns for 5 years | -5.21 | 4.47 | -117% |
| Returns for 10 years | 41.40 | 89.53 | 46% |
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