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JEPCX vs SCCUX
JEPCX vs SCCUX Comparison Chart
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JEPCX vs. SCCUX commentary
Jun 16, 2025
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 JEPCX is a Buy and SCCUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.3B vs. SCCUX (188M). JEPCX pays higher dividends than SCCUX: JEPCX (7.50) vs SCCUX (5.61). JEPCX was incepted earlier than SCCUX: JEPCX (7 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. SCCUX (54.00). JEPCX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 9.28 vs. JEPCX (6.78). JEPCX return over 5 years is better than : 65.73 vs. SCCUX (46.10).
| JEPCX | SCCUX | JEPCX / SCCUX | |
| Total Expense Ratio | 1.35 | 1.88 | 72% |
| Annual Report Gross Expense Ratio | 1.35 | 1.90 | 71% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.283 | 2.983 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 188M | 3,352% |
| Annual Yield % from dividends | 7.50 | 5.61 | 134% |
| Returns for 1 year | 6.78 | 9.28 | 73% |
| Returns for 3 years | 32.71 | 44.58 | 73% |
| Returns for 5 years | 65.73 | 46.10 | 143% |
| Returns for 10 years | N/A | 39.83 | - |
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