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JEPCX vs SCJAX
JEPCX vs SCJAX Comparison Chart
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JEPCX vs. SCJAX commentary
May 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 SCJAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.27B vs. SCJAX (91.5M). JEPCX pays higher dividends than SCJAX: JEPCX (7.25) vs SCJAX (0.87). JEPCX was incepted earlier than SCJAX: JEPCX (7 years) vs SCJAX (7 years). SCJAX (1.42) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. SCJAX (111.00). JEPCX (1000) and SCJAX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 6.99 vs. SCJAX (-3.10). JEPCX return over 5 years is better than : 67.05 vs. SCJAX (-8.24).
| JEPCX | SCJAX | JEPCX / SCJAX | |
| Total Expense Ratio | 1.35 | 1.25 | 108% |
| Annual Report Gross Expense Ratio | 1.35 | 1.42 | 95% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -0.971 | -3.789 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 91.5M | 6,852% |
| Annual Yield % from dividends | 7.25 | 0.87 | 836% |
| Returns for 1 year | 6.99 | -3.10 | -225% |
| Returns for 3 years | 21.33 | -2.46 | -869% |
| Returns for 5 years | 67.05 | -8.24 | -813% |
| Returns for 10 years | N/A | N/A | - |
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