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
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 AEPFX is a Buy and SCOBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. SCOBX (488M). AEPFX pays higher dividends than SCOBX: AEPFX (2.64) vs SCOBX (1.16). 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 : 6.52 vs. AEPFX (3.39). SCOBX return over 5 years is better than : 0.74 vs. AEPFX (-3.29).
| 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 | 5.584 | 7.639 | 73% |
| 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 | 2.64 | 1.16 | 228% |
| Returns for 1 year | 3.39 | 6.52 | 52% |
| Returns for 3 years | 27.06 | 40.45 | 67% |
| Returns for 5 years | -3.29 | 0.74 | -445% |
| Returns for 10 years | 53.93 | 88.64 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement