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JEPIX vs SCAUX
JEPIX vs SCAUX Comparison Chart in %
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JEPIX vs. SCAUX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. SCAUX (204M). JEPIX pays higher dividends than SCAUX: JEPIX (8.23) vs SCAUX (5.83). JEPIX was incepted earlier than SCAUX: JEPIX (7 years) vs SCAUX (20 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 : 12.73 vs. JEPIX (3.08). JEPIX return over 5 years is better than : 59.98 vs. SCAUX (53.92).
| 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 | 20 years | - |
| Gain YTD | 4.710 | 12.648 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 204M | 3,023% |
| Annual Yield % from dividends | 8.23 | 5.83 | 141% |
| Returns for 1 year | 3.08 | 12.73 | 24% |
| Returns for 3 years | 39.37 | 61.92 | 64% |
| Returns for 5 years | 59.98 | 53.92 | 111% |
| Returns for 10 years | N/A | 70.95 | - |
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