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JEPIX vs SCAUX
JEPIX vs SCAUX Comparison Chart
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JEPIX vs. SCAUX commentary
May 24, 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 Buy and SCAUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.28B vs. SCAUX (187M). JEPIX pays higher dividends than SCAUX: JEPIX (8.04) vs SCAUX (6.61). JEPIX was incepted earlier than SCAUX: JEPIX (7 years) vs SCAUX (19 years). SCAUX (1.15) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). SCAUX has a lower initial minimum investment than JEPIX: SCAUX (1000) vs JEPIX (1000000). SCAUX annual gain was more profitable for investors over the last year : 9.69 vs. JEPIX (5.14). JEPIX return over 5 years is better than : 70.49 vs. SCAUX (51.20).
| 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 | -0.935 | 1.356 | -69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 187M | 3,357% |
| Annual Yield % from dividends | 8.04 | 6.61 | 122% |
| Returns for 1 year | 5.14 | 9.69 | 53% |
| Returns for 3 years | 27.94 | 38.26 | 73% |
| Returns for 5 years | 70.49 | 51.20 | 138% |
| Returns for 10 years | N/A | 41.84 | - |
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