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JEPAX vs SCAUX
JEPAX vs SCAUX Comparison Chart
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JEPAX vs. SCAUX commentary
Apr 04, 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 SCAUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.41B vs. SCAUX (186M). JEPAX pays higher dividends than SCAUX: JEPAX (7.30) vs SCAUX (6.55). JEPAX was incepted earlier than SCAUX: JEPAX (7 years) vs SCAUX (19 years). SCAUX (1.15) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). SCAUX (6%) and JEPAX (5%) have equivalent initial investment costs. JEPAX (1000) and SCAUX (1000) have matching initial minimum investment requirements. SCAUX annual gain was more profitable for investors over the last year : 8.82 vs. JEPAX (6.63). JEPAX return over 5 years is better than : 88.60 vs. SCAUX (69.52).
| JEPAX | SCAUX | JEPAX / SCAUX | |
| Total Expense Ratio | 0.85 | 1.13 | 75% |
| Annual Report Gross Expense Ratio | 0.85 | 1.15 | 74% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.375 | -0.475 | -79% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 186M | 3,447% |
| Annual Yield % from dividends | 7.30 | 6.55 | 112% |
| Returns for 1 year | 6.63 | 8.82 | 75% |
| Returns for 3 years | 19.72 | 22.56 | 87% |
| Returns for 5 years | 88.60 | 69.52 | 127% |
| Returns for 10 years | N/A | 37.83 | - |
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