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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
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. SCOBX (488M). AEPCX pays higher dividends than SCOBX: AEPCX (2.07) vs SCOBX (1.16). AEPCX was incepted earlier than SCOBX: AEPCX (26 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 : 6.52 vs. AEPCX (1.75). SCOBX return over 5 years is better than : 0.74 vs. AEPCX (-9.53).
| AEPCX | SCOBX | AEPCX / SCOBX | |
| Total Expense Ratio | 1.58 | 0.93 | 170% |
| Annual Report Gross Expense Ratio | 1.58 | 0.93 | 170% |
| Fund Existence | 26 years | 40 years | - |
| Gain YTD | 4.553 | 7.639 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 488M | 28,689% |
| Annual Yield % from dividends | 2.07 | 1.16 | 179% |
| Returns for 1 year | 1.75 | 6.52 | 27% |
| Returns for 3 years | 22.12 | 40.45 | 55% |
| Returns for 5 years | -9.53 | 0.74 | -1,286% |
| Returns for 10 years | 37.92 | 88.64 | 43% |
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