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JEPAX vs JEPSX
JEPAX vs JEPSX Comparison Chart
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JEPAX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX (6.28B) and JEPSX (6.28B) have equal amount of cash in the bank . JEPSX pays higher dividends than JEPAX: JEPSX (8.19) vs JEPAX (7.78). JEPAX was incepted earlier than JEPSX: JEPAX (7 years) vs JEPSX (7 years). JEPAX (0.85) is less costly to investors than JEPSX (0.54). JEPAX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPAX: JEPSX (0) vs JEPAX (1000). JEPSX annual gain was more profitable for investors over the last year : 5.37 vs. JEPAX (4.95). JEPSX (71.77) and JEPAX (68.40) have equivalent 5 years return.
| JEPAX | JEPSX | JEPAX / JEPSX | |
| Total Expense Ratio | 0.85 | 0.45 | 189% |
| Annual Report Gross Expense Ratio | 0.85 | 0.54 | 157% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -0.949 | -0.889 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 6.28B | 100% |
| Annual Yield % from dividends | 7.78 | 8.19 | 95% |
| Returns for 1 year | 4.95 | 5.37 | 92% |
| Returns for 3 years | 26.99 | 28.51 | 95% |
| Returns for 5 years | 68.40 | 71.77 | 95% |
| Returns for 10 years | N/A | N/A | - |
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