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JEPCX vs SCCUX
JEPCX vs SCCUX Comparison Chart
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JEPCX vs. SCCUX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.41B vs. SCCUX (186M). JEPCX pays higher dividends than SCCUX: JEPCX (6.79) vs SCCUX (5.79). 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 : 7.95 vs. JEPCX (6.54). JEPCX return over 5 years is better than : 84.58 vs. SCCUX (64.04).
| 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 | 0.604 | -0.698 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 186M | 3,447% |
| Annual Yield % from dividends | 6.79 | 5.79 | 117% |
| Returns for 1 year | 6.54 | 7.95 | 82% |
| Returns for 3 years | 18.57 | 19.85 | 94% |
| Returns for 5 years | 84.58 | 64.04 | 132% |
| Returns for 10 years | N/A | 29.80 | - |
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