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JEPIX vs SCCUX
JEPIX vs SCCUX Comparison Chart
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JEPIX 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 JEPIX is a Buy and SCCUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.22B vs. SCCUX (185M). JEPIX pays higher dividends than SCCUX: JEPIX (8.04) vs SCCUX (5.84). 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 : 8.84 vs. JEPIX (4.97). JEPIX return over 5 years is better than : 69.14 vs. SCCUX (45.47).
| 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 | -1.723 | 0.545 | -316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 185M | 3,364% |
| Annual Yield % from dividends | 8.04 | 5.84 | 138% |
| Returns for 1 year | 4.97 | 8.84 | 56% |
| Returns for 3 years | 26.48 | 35.19 | 75% |
| Returns for 5 years | 69.14 | 45.47 | 152% |
| Returns for 10 years | N/A | 34.12 | - |
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