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JEPCX vs SCRUX
JEPCX vs SCRUX Comparison Chart in %
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JEPCX vs. SCRUX commentary
Aug 12, 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 SCRUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.34B vs. SCRUX (197M). JEPCX pays higher dividends than SCRUX: JEPCX (7.69) vs SCRUX (5.83). JEPCX was incepted earlier than SCRUX: JEPCX (7 years) vs SCRUX (19 years). SCRUX (1.40) and JEPCX (1.35) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 176.00 vs. SCRUX (54.00). JEPCX (1000) and SCRUX (1000) have matching initial minimum investment requirements. SCRUX annual gain was more profitable for investors over the last year : 17.25 vs. JEPCX (7.14). JEPCX return over 5 years is better than : 54.58 vs. SCRUX (46.68).
| JEPCX | SCRUX | JEPCX / SCRUX | |
| Total Expense Ratio | 1.35 | 1.38 | 98% |
| Annual Report Gross Expense Ratio | 1.35 | 1.40 | 96% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 1.811 | 8.897 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 197M | 3,220% |
| Annual Yield % from dividends | 7.69 | 5.83 | 132% |
| Returns for 1 year | 7.14 | 17.25 | 41% |
| Returns for 3 years | 23.26 | 40.64 | 57% |
| Returns for 5 years | 54.58 | 46.68 | 117% |
| Returns for 10 years | N/A | 58.29 | - |
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