Interact to see
Advertisement
Advertisement
JEPIX vs SCCUX
JEPIX vs SCCUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX 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 JEPIX is a Buy and SCCUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. SCCUX (188M). JEPIX pays higher dividends than SCCUX: JEPIX (8.28) vs SCCUX (5.61). JEPIX was incepted earlier than SCCUX: JEPIX (7 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCCUX (54.00). SCCUX has a lower initial minimum investment than JEPIX: SCCUX (1000) vs JEPIX (1000000). SCCUX annual gain was more profitable for investors over the last year : 9.28 vs. JEPIX (7.59). JEPIX return over 5 years is better than : 72.05 vs. SCCUX (46.10).
| JEPIX | SCCUX | JEPIX / SCCUX | |
| Total Expense Ratio | 0.60 | 1.88 | 32% |
| Annual Report Gross Expense Ratio | 0.60 | 1.90 | 32% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.528 | 2.983 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 188M | 3,352% |
| Annual Yield % from dividends | 8.28 | 5.61 | 148% |
| Returns for 1 year | 7.59 | 9.28 | 82% |
| Returns for 3 years | 35.64 | 44.58 | 80% |
| Returns for 5 years | 72.05 | 46.10 | 156% |
| Returns for 10 years | N/A | 39.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement