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AEPGX vs SCOBX
AEPGX vs SCOBX Comparison
Open Charts AEPGX vs SCOBX
AEPGX vs SCOBX Comparison Chart in %
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AEPGX 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 AEPGX is a Buy and SCOBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. SCOBX (488M). AEPGX pays higher dividends than SCOBX: AEPGX (2.56) vs SCOBX (1.18). AEPGX was incepted earlier than SCOBX: AEPGX (42 years) vs SCOBX (40 years). SCOBX (0.93) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. SCOBX (11.00). AEPGX has a lower initial minimum investment than SCOBX: AEPGX (250) vs SCOBX (2500). SCOBX annual gain was more profitable for investors over the last year : 10.15 vs. AEPGX (8.28). SCOBX return over 5 years is better than : 4.52 vs. AEPGX (-3.18).
| AEPGX | SCOBX | AEPGX / SCOBX | |
| Total Expense Ratio | 0.83 | 0.93 | 89% |
| Annual Report Gross Expense Ratio | 0.83 | 0.93 | 89% |
| Fund Existence | 42 years | 40 years | - |
| Gain YTD | 3.933 | 6.877 | 57% |
| Front Load | 6% | 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 | 2.56 | 1.18 | 216% |
| Returns for 1 year | 8.28 | 10.15 | 82% |
| Returns for 3 years | 18.54 | 34.02 | 55% |
| Returns for 5 years | -3.18 | 4.52 | -70% |
| Returns for 10 years | 46.68 | 86.25 | 54% |
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