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AEPFX vs SCOBX
AEPFX vs SCOBX Comparison
Open Charts AEPFX vs SCOBX
AEPFX vs SCOBX Comparison Chart in %
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AEPFX 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 AEPFX is a Buy and SCOBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. SCOBX (488M). AEPFX pays higher dividends than SCOBX: AEPFX (2.72) vs SCOBX (1.18). 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). SCOBX annual gain was more profitable for investors over the last year : 10.15 vs. AEPFX (8.51). SCOBX return over 5 years is better than : 4.52 vs. AEPFX (-0.90).
| 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 | 4.060 | 6.877 | 59% |
| 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 | 2.72 | 1.18 | 230% |
| Returns for 1 year | 8.51 | 10.15 | 84% |
| Returns for 3 years | 19.36 | 34.02 | 57% |
| Returns for 5 years | -0.90 | 4.52 | -20% |
| Returns for 10 years | 54.97 | 86.25 | 64% |
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