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JEPCX vs SCAUX
JEPCX vs SCAUX Comparison Chart
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JEPCX vs. SCAUX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.28B vs. SCAUX (187M). JEPCX pays higher dividends than SCAUX: JEPCX (7.25) vs SCAUX (6.61). JEPCX was incepted earlier than SCAUX: JEPCX (7 years) vs SCAUX (19 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 : 9.69 vs. JEPCX (4.43). JEPCX return over 5 years is better than : 64.23 vs. SCAUX (51.20).
| 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 | 19 years | - |
| Gain YTD | -1.114 | 1.356 | -82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 187M | 3,357% |
| Annual Yield % from dividends | 7.25 | 6.61 | 110% |
| Returns for 1 year | 4.43 | 9.69 | 46% |
| Returns for 3 years | 25.08 | 38.26 | 66% |
| Returns for 5 years | 64.23 | 51.20 | 125% |
| Returns for 10 years | N/A | 41.84 | - |
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