Interact to see
Advertisement
Advertisement
JEPIX vs SCCUX
JEPIX vs SCCUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. SCCUX commentary
Aug 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: 6.32B vs. SCCUX (194M). JEPIX pays higher dividends than SCCUX: JEPIX (8.46) vs SCCUX (5.34). 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 : 12.64 vs. JEPIX (5.98). JEPIX return over 5 years is better than : 60.86 vs. SCCUX (43.64).
| 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 | 1.530 | 6.375 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 194M | 3,256% |
| Annual Yield % from dividends | 8.46 | 5.34 | 158% |
| Returns for 1 year | 5.98 | 12.64 | 47% |
| Returns for 3 years | 27.03 | 39.60 | 68% |
| Returns for 5 years | 60.86 | 43.64 | 139% |
| Returns for 10 years | N/A | 50.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers