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JEPCX vs SCRUX
JEPCX vs SCRUX Comparison Chart in %
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JEPCX vs. SCRUX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.14B vs. SCRUX (202M). JEPCX pays higher dividends than SCRUX: JEPCX (7.47) vs SCRUX (5.60). JEPCX was incepted earlier than SCRUX: JEPCX (7 years) vs SCRUX (20 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 : 12.39 vs. JEPCX (1.79). JEPCX (53.22) and SCRUX (51.94) have equivalent 5 years return.
| 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 | 20 years | - |
| Gain YTD | 3.600 | 12.360 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 202M | 3,039% |
| Annual Yield % from dividends | 7.47 | 5.60 | 133% |
| Returns for 1 year | 1.79 | 12.39 | 14% |
| Returns for 3 years | 35.49 | 60.64 | 59% |
| Returns for 5 years | 53.22 | 51.94 | 102% |
| Returns for 10 years | N/A | 67.40 | - |
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