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JEPAX vs JEPIX
JEPAX vs JEPIX Comparison Chart
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JEPAX vs. JEPIX commentary
Apr 25, 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 (5.98B) and JEPIX (5.98B) have equal amount of cash in the bank . JEPIX (7.56) and JEPAX (7.30) 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 annual gain was more profitable for investors over the last year : 3.27 vs. JEPAX (3.01). JEPIX (67.16) and JEPAX (65.12) 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 | -4.665 | -4.672 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 5.98B | 100% |
| Annual Yield % from dividends | 7.30 | 7.56 | 97% |
| Returns for 1 year | 3.01 | 3.27 | 92% |
| Returns for 3 years | 15.44 | 16.31 | 95% |
| Returns for 5 years | 65.12 | 67.16 | 97% |
| Returns for 10 years | N/A | N/A | - |
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