Interact to see
Advertisement
Advertisement
AEPFX vs SCOBX
AEPFX vs SCOBX Comparison
Open Charts AEPFX vs SCOBX
AEPFX vs SCOBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. SCOBX commentary
Jun 24, 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 AEPFX is a Hold and SCOBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. SCOBX (499M). AEPFX pays higher dividends than SCOBX: AEPFX (2.64) vs SCOBX (1.17). AEPFX was incepted earlier than SCOBX: AEPFX (18 years) vs SCOBX (40 years). SCOBX (0.93) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. SCOBX (11.00). AEPFX has a lower initial minimum investment than SCOBX: AEPFX (250) vs SCOBX (2500). AEPFX (14.47) and SCOBX (13.89) have marching annual gain over last year. SCOBX return over 5 years is better than : 8.51 vs. AEPFX (0.46).
| AEPFX | SCOBX | AEPFX / SCOBX | |
| Total Expense Ratio | 0.59 | 0.93 | 63% |
| Annual Report Gross Expense Ratio | 0.59 | 0.93 | 63% |
| Fund Existence | 18 years | 40 years | - |
| Gain YTD | 7.158 | 9.117 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 499M | 28,657% |
| Annual Yield % from dividends | 2.64 | 1.17 | 225% |
| Returns for 1 year | 14.47 | 13.89 | 104% |
| Returns for 3 years | 28.00 | 42.18 | 66% |
| Returns for 5 years | 0.46 | 8.51 | 5% |
| Returns for 10 years | 71.59 | 101.75 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement