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JEPAX vs JEPIX
JEPAX vs JEPIX Comparison
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JEPAX vs JEPIX Comparison Chart in %
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JEPAX vs. JEPIX commentary
Jun 24, 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 JEPAX is a Hold and JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX (5.1B) and JEPIX (5.1B) have equal amount of cash in the bank . JEPIX (8.12) and JEPAX (7.86) have matching dividends . JEPAX was incepted earlier than JEPIX: JEPAX (8 years) vs JEPIX (8 years). JEPAX (0.84) is less costly to investors than JEPIX (0.59). 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 : 9.00 vs. JEPAX (7.95). JEPIX return over 5 years is better than : 42.58 vs. JEPAX (40.14).
| JEPAX | JEPIX | JEPAX / JEPIX | |
| Total Expense Ratio | 0.84 | 0.59 | 142% |
| Annual Report Gross Expense Ratio | 0.84 | 0.59 | 142% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 0.862 | 0.971 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 5.1B | 100% |
| Annual Yield % from dividends | 7.86 | 8.12 | 97% |
| Returns for 1 year | 7.95 | 9.00 | 88% |
| Returns for 3 years | 28.58 | 29.64 | 96% |
| Returns for 5 years | 40.14 | 42.58 | 94% |
| Returns for 10 years | N/A | N/A | - |
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