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JEPIX vs JEPSX
JEPIX vs JEPSX Comparison Chart
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JEPIX vs. JEPSX commentary
Feb 23, 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 JEPIX is a Hold and JEPSX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX (6.56B) and JEPSX (6.56B) have equal amount of cash in the bank . JEPSX (7.43) and JEPIX (7.29) have matching dividends . JEPIX was incepted earlier than JEPSX: JEPIX (6 years) vs JEPSX (6 years). JEPIX (189.00) and JEPSX (189.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPIX: JEPSX (0) vs JEPIX (1000000). JEPSX (12.06) and JEPIX (11.90) have marching annual gain over last year. JEPSX (52.89) and JEPIX (51.75) have equivalent 5 years return.
| JEPIX | JEPSX | JEPIX / JEPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.838 | 2.850 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 6.56B | 100% |
| Annual Yield % from dividends | 7.29 | 7.43 | 98% |
| Returns for 1 year | 11.90 | 12.06 | 99% |
| Returns for 3 years | 30.46 | 31.13 | 98% |
| Returns for 5 years | 51.75 | 52.89 | 98% |
| Returns for 10 years | N/A | N/A | - |
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