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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
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 AEPGX is a Hold and SCOBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. SCOBX (499M). AEPGX pays higher dividends than SCOBX: AEPGX (2.47) vs SCOBX (1.17). 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). AEPGX (14.21) and SCOBX (13.89) have marching annual gain over last year. SCOBX return over 5 years is better than : 8.51 vs. AEPGX (-1.85).
| 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 | 7.057 | 9.117 | 77% |
| Front Load | 6% | 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 | 2.47 | 1.17 | 211% |
| Returns for 1 year | 14.21 | 13.89 | 102% |
| Returns for 3 years | 27.10 | 42.18 | 64% |
| Returns for 5 years | -1.85 | 8.51 | -22% |
| Returns for 10 years | 62.44 | 101.75 | 61% |
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