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JEPAX vs JEPIX
JEPAX vs JEPIX Comparison Chart in %
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JEPAX vs. JEPIX commentary
Sep 08, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX (6.4B) and JEPIX (6.4B) have equal amount of cash in the bank . JEPIX (8.29) and JEPAX (8.04) have matching dividends . JEPAX was incepted earlier than JEPIX: JEPAX (7 years) vs JEPIX (7 years). JEPAX (0.85) is less costly to investors than JEPIX (0.60). JEPAX (176.00) and JEPIX (176.00) have comparable annual turnover. JEPAX has a lower initial minimum investment than JEPIX: JEPAX (1000) vs JEPIX (1000000). JEPIX (6.27) and JEPAX (6.00) have marching annual gain over last year. JEPIX (63.25) and JEPAX (61.13) have equivalent 5 years return.
| JEPAX | JEPIX | JEPAX / JEPIX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.85 | 0.60 | 142% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 3.958 | 4.135 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 6.4B | 100% |
| Annual Yield % from dividends | 8.04 | 8.29 | 97% |
| Returns for 1 year | 6.00 | 6.27 | 96% |
| Returns for 3 years | 33.01 | 34.11 | 97% |
| Returns for 5 years | 61.13 | 63.25 | 97% |
| Returns for 10 years | N/A | N/A | - |
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