AEPFX | SCOBX | AEPFX / SCOBX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 16 years | 38 years | - |
Gain YTD | 5.066 | 10.844 | 47% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 2500 | 10% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 130B | 447M | 29,083% |
Annual Yield % from dividends | 1.75 | 1.46 | 121% |
Returns for 1 year | 8.43 | 16.73 | 50% |
Returns for 3 years | -12.22 | -12.00 | 102% |
Returns for 5 years | 12.31 | 19.69 | 63% |
Returns for 10 years | 28.08 | 53.15 | 53% |