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JEPCX vs SCRUX
JEPCX vs SCRUX Comparison Chart
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JEPCX vs. SCRUX 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 SCRUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.27B vs. SCRUX (184M). JEPCX pays higher dividends than SCRUX: JEPCX (7.25) vs SCRUX (6.36). 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 : 9.86 vs. JEPCX (5.98). JEPCX return over 5 years is better than : 65.48 vs. SCRUX (49.27).
| 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 | -1.900 | -1.575 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 184M | 3,408% |
| Annual Yield % from dividends | 7.25 | 6.36 | 114% |
| Returns for 1 year | 5.98 | 9.86 | 61% |
| Returns for 3 years | 20.19 | 28.45 | 71% |
| Returns for 5 years | 65.48 | 49.27 | 133% |
| Returns for 10 years | N/A | 37.49 | - |