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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 03, 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 Buy and SCOBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. SCOBX (488M). 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 : 10.15 vs. AEPCX (6.78). SCOBX return over 5 years is better than : 4.52 vs. AEPCX (-7.30).
| 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 | 3.168 | 6.877 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 488M | 28,893% |
| Annual Yield % from dividends | 2.13 | 1.18 | 180% |
| Returns for 1 year | 6.78 | 10.15 | 67% |
| Returns for 3 years | 14.70 | 34.02 | 43% |
| Returns for 5 years | -7.30 | 4.52 | -161% |
| Returns for 10 years | 38.82 | 86.25 | 45% |
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