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JEPCX vs SCCUX
JEPCX vs SCCUX Comparison Chart
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JEPCX vs. SCCUX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.25B vs. SCCUX (185M). JEPCX pays higher dividends than SCCUX: JEPCX (7.25) vs SCCUX (5.84). 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 : 8.84 vs. JEPCX (4.71). JEPCX return over 5 years is better than : 63.64 vs. SCCUX (45.47).
| 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 | -1.471 | 0.545 | -270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 185M | 3,379% |
| Annual Yield % from dividends | 7.25 | 5.84 | 124% |
| Returns for 1 year | 4.71 | 8.84 | 53% |
| Returns for 3 years | 24.19 | 35.19 | 69% |
| Returns for 5 years | 63.64 | 45.47 | 140% |
| Returns for 10 years | N/A | 34.12 | - |
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