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JATAX vs SCMIX
JATAX vs SCMIX Comparison
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JATAX vs SCMIX Comparison Chart in %
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JATAX vs. SCMIX commentary
Jul 06, 2026
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 JATAX is a Hold and SCMIX is a Hold.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 28.4B vs. JATAX (10.8B). JATAX (0.00) and SCMIX (0.00) have matching dividends . JATAX was incepted earlier than SCMIX: JATAX (17 years) vs SCMIX (25 years). JATAX (1.00) is less costly to investors than SCMIX (0.87). JATAX is a more actively managed with annual turnover of: 49.00 vs. SCMIX (33.00). SCMIX has a lower initial minimum investment than JATAX: SCMIX (0) vs JATAX (2500). SCMIX annual gain was more profitable for investors over the last year : 84.67 vs. JATAX (21.74). SCMIX return over 5 years is better than : 99.43 vs. JATAX (36.17).
| JATAX | SCMIX | JATAX / SCMIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.87 | 115% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 26.167 | 51.221 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 28.4B | 38% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.74 | 84.67 | 26% |
| Returns for 3 years | 80.64 | 132.06 | 61% |
| Returns for 5 years | 36.17 | 99.43 | 36% |
| Returns for 10 years | 284.13 | 396.69 | 72% |
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