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JEPCX vs JEPIX
JEPCX vs JEPIX Comparison
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JEPCX vs JEPIX Comparison Chart in %
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JEPCX vs. JEPIX commentary
Jul 07, 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 JEPCX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX (5.13B) and JEPIX (5.13B) have equal amount of cash in the bank . JEPIX pays higher dividends than JEPCX: JEPIX (8.04) vs JEPCX (7.28). JEPCX was incepted earlier than JEPIX: JEPCX (8 years) vs JEPIX (8 years). JEPCX (1.34) is less costly to investors than JEPIX (0.59). JEPCX (176.00) and JEPIX (176.00) have comparable annual turnover. JEPCX has a lower initial minimum investment than JEPIX: JEPCX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.82 vs. JEPCX (7.01). JEPIX return over 5 years is better than : 41.87 vs. JEPCX (36.70).
| JEPCX | JEPIX | JEPCX / JEPIX | |
| Total Expense Ratio | 1.34 | 0.59 | 227% |
| Annual Report Gross Expense Ratio | 1.34 | 0.59 | 227% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 2.830 | 3.147 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 5.13B | 100% |
| Annual Yield % from dividends | 7.28 | 8.04 | 91% |
| Returns for 1 year | 7.01 | 7.82 | 90% |
| Returns for 3 years | 28.26 | 31.20 | 91% |
| Returns for 5 years | 36.70 | 41.87 | 88% |
| Returns for 10 years | N/A | N/A | - |