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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
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 AEPGX is a Buy and SCOBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. SCOBX (488M). AEPGX pays higher dividends than SCOBX: AEPGX (2.48) vs SCOBX (1.16). 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 : 6.52 vs. AEPGX (3.18). SCOBX return over 5 years is better than : 0.74 vs. AEPGX (-5.52).
| 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 | 5.421 | 7.639 | 71% |
| Front Load | 6% | 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 | 2.48 | 1.16 | 214% |
| Returns for 1 year | 3.18 | 6.52 | 49% |
| Returns for 3 years | 26.17 | 40.45 | 65% |
| Returns for 5 years | -5.52 | 0.74 | -746% |
| Returns for 10 years | 45.72 | 88.64 | 52% |
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