The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JEPSX | SCCUX | JEPSX / SCCUX | |
| Total Expense Ratio | 0.45 | 1.86 | 24% |
| Annual Report Gross Expense Ratio | 0.47 | 1.88 | 25% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 5.299 | 9.322 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 218M | 2,273% |
| Annual Yield % from dividends | 8.07 | 5.54 | 146% |
| Returns for 1 year | 9.01 | 15.34 | 59% |
| Returns for 3 years | 30.83 | 52.64 | 59% |
| Returns for 5 years | 41.16 | 37.00 | 111% |
| Returns for 10 years | N/A | 72.09 | - |