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JEPCX vs JEPSX
JEPCX vs JEPSX Comparison Chart in %
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JEPCX vs. JEPSX commentary
Jun 28, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX (6.33B) and JEPSX (6.33B) have equal amount of cash in the bank . JEPSX pays higher dividends than JEPCX: JEPSX (8.43) vs JEPCX (7.50). JEPCX was incepted earlier than JEPSX: JEPCX (7 years) vs JEPSX (7 years). JEPCX (1.35) is less costly to investors than JEPSX (0.54). JEPCX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPCX: JEPSX (0) vs JEPCX (1000). JEPSX annual gain was more profitable for investors over the last year : 7.67 vs. JEPCX (6.79). JEPSX return over 5 years is better than : 76.56 vs. JEPCX (68.81).
| JEPCX | JEPSX | JEPCX / JEPSX | |
| Total Expense Ratio | 1.35 | 0.45 | 300% |
| Annual Report Gross Expense Ratio | 1.35 | 0.54 | 250% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 0.715 | 1.020 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 6.33B | 100% |
| Annual Yield % from dividends | 7.50 | 8.43 | 89% |
| Returns for 1 year | 6.79 | 7.67 | 88% |
| Returns for 3 years | 29.70 | 33.26 | 89% |
| Returns for 5 years | 68.81 | 76.56 | 90% |
| Returns for 10 years | N/A | N/A | - |
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