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JEPCX vs SCAUX
JEPCX vs SCAUX Comparison Chart in %
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JEPCX vs. SCAUX commentary
Oct 27, 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 SCAUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.2B vs. SCAUX (207M). JEPCX pays higher dividends than SCAUX: JEPCX (7.47) vs SCAUX (5.83). JEPCX was incepted earlier than SCAUX: JEPCX (7 years) vs SCAUX (20 years). JEPCX (1.35) is less costly to investors than SCAUX (1.15). JEPCX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). JEPCX (1000) and SCAUX (1000) have matching initial minimum investment requirements. SCAUX annual gain was more profitable for investors over the last year : 15.14 vs. JEPCX (4.15). SCAUX (59.39) and JEPCX (56.64) have equivalent 5 years return.
| JEPCX | SCAUX | JEPCX / SCAUX | |
| Total Expense Ratio | 1.35 | 1.13 | 119% |
| Annual Report Gross Expense Ratio | 1.35 | 1.15 | 117% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 5.150 | 14.344 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 207M | 2,996% |
| Annual Yield % from dividends | 7.47 | 5.83 | 128% |
| Returns for 1 year | 4.15 | 15.14 | 27% |
| Returns for 3 years | 35.44 | 60.20 | 59% |
| Returns for 5 years | 56.64 | 59.39 | 95% |
| Returns for 10 years | N/A | 73.71 | - |
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