| AEPFX | SCOBX | AEPFX / SCOBX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.94 | 62% |
| Fund Existence | 17 years | 39 years | - |
| Gain YTD | 21.602 | 16.841 | 128% |
| 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 | 0.80 | 1.25 | 64% |
| Returns for 1 year | 14.82 | 12.69 | 117% |
| Returns for 3 years | 35.24 | 36.56 | 96% |
| Returns for 5 years | 6.18 | 11.25 | 55% |
| Returns for 10 years | 50.33 | 75.46 | 67% |