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JEPCX vs SCAUX
JEPCX vs SCAUX Comparison Chart
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JEPCX vs. SCAUX commentary
Apr 04, 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: 6.41B vs. SCAUX (186M). JEPCX (6.79) and SCAUX (6.55) have matching dividends . 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 : 8.82 vs. JEPCX (6.54). JEPCX return over 5 years is better than : 84.58 vs. SCAUX (69.52).
| 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 | 0.604 | -0.475 | -127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 186M | 3,447% |
| Annual Yield % from dividends | 6.79 | 6.55 | 104% |
| Returns for 1 year | 6.54 | 8.82 | 74% |
| Returns for 3 years | 18.57 | 22.56 | 82% |
| Returns for 5 years | 84.58 | 69.52 | 122% |
| Returns for 10 years | N/A | 37.83 | - |
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