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JEPCX vs JEPIX
JEPCX vs JEPIX Comparison Chart
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JEPCX 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 JEPCX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX (5.98B) and JEPIX (5.98B) have equal amount of cash in the bank . JEPIX pays higher dividends than JEPCX: JEPIX (7.56) vs JEPCX (6.79). JEPCX was incepted earlier than JEPIX: JEPCX (7 years) vs JEPIX (7 years). JEPCX (1.35) is less costly to investors than JEPIX (0.60). 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 : 3.27 vs. JEPCX (2.49). JEPIX return over 5 years is better than : 67.16 vs. JEPCX (61.03).
| JEPCX | JEPIX | JEPCX / JEPIX | |
| Total Expense Ratio | 1.35 | 0.60 | 225% |
| Annual Report Gross Expense Ratio | 1.35 | 0.60 | 225% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -4.784 | -4.672 | 102% |
| Front Load | N/A | 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 | 6.79 | 7.56 | 90% |
| Returns for 1 year | 2.49 | 3.27 | 76% |
| Returns for 3 years | 13.70 | 16.31 | 84% |
| Returns for 5 years | 61.03 | 67.16 | 91% |
| Returns for 10 years | N/A | N/A | - |
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