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JEPAX vs JEPCX
JEPAX vs JEPCX Comparison Chart
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JEPAX vs. JEPCX commentary
May 23, 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 JEPAX is a Buy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX (6.28B) and JEPCX (6.28B) have equal amount of cash in the bank . JEPAX pays higher dividends than JEPCX: JEPAX (7.78) vs JEPCX (7.25). JEPAX was incepted earlier than JEPCX: JEPAX (7 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than JEPAX (0.85). JEPAX (176.00) and JEPCX (176.00) have comparable annual turnover. JEPAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 4.95 vs. JEPCX (4.43). JEPAX return over 5 years is better than : 68.40 vs. JEPCX (64.23).
| JEPAX | JEPCX | JEPAX / JEPCX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 0.85 | 1.35 | 63% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -0.949 | -1.114 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 6.28B | 100% |
| Annual Yield % from dividends | 7.78 | 7.25 | 107% |
| Returns for 1 year | 4.95 | 4.43 | 112% |
| Returns for 3 years | 26.99 | 25.08 | 108% |
| Returns for 5 years | 68.40 | 64.23 | 106% |
| Returns for 10 years | N/A | N/A | - |
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