JEPIX | SCAUX | JEPIX / SCAUX | |
Total Expense Ratio | 0.60 | 1.13 | 53% |
Annual Report Gross Expense Ratio | 0.60 | 1.15 | 52% |
Fund Existence | 7 years | 19 years | - |
Gain YTD | -5.382 | -5.976 | 90% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.93B | 174M | 3,407% |
Annual Yield % from dividends | 7.56 | 6.55 | 115% |
Returns for 1 year | 2.50 | 4.67 | 53% |
Returns for 3 years | 15.82 | 21.29 | 74% |
Returns for 5 years | 65.92 | 42.26 | 156% |
Returns for 10 years | N/A | 29.60 | - |