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JEPCX vs SCRUX
JEPCX vs SCRUX Comparison Chart
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JEPCX vs. SCRUX 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 SCRUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.41B vs. SCRUX (186M). JEPCX pays higher dividends than SCRUX: JEPCX (6.79) vs SCRUX (6.29). 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 : 8.56 vs. JEPCX (6.54). JEPCX return over 5 years is better than : 84.58 vs. SCRUX (67.81).
| 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 | 0.604 | -0.456 | -133% |
| Front Load | N/A | N/A | - |
| 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 | 6.29 | 108% |
| Returns for 1 year | 6.54 | 8.56 | 76% |
| Returns for 3 years | 18.57 | 21.77 | 85% |
| Returns for 5 years | 84.58 | 67.81 | 125% |
| Returns for 10 years | N/A | 35.36 | - |
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