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JEPIX vs SCCUX
JEPIX vs SCCUX Comparison Chart
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JEPIX 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 JEPIX is a Buy and SCCUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.41B vs. SCCUX (186M). JEPIX pays higher dividends than SCCUX: JEPIX (7.56) vs SCCUX (5.79). 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 : 7.95 vs. JEPIX (7.43). JEPIX return over 5 years is better than : 91.75 vs. SCCUX (64.04).
| 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 | 0.794 | -0.698 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 186M | 3,447% |
| Annual Yield % from dividends | 7.56 | 5.79 | 131% |
| Returns for 1 year | 7.43 | 7.95 | 93% |
| Returns for 3 years | 21.29 | 19.85 | 107% |
| Returns for 5 years | 91.75 | 64.04 | 143% |
| Returns for 10 years | N/A | 29.80 | - |
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