Ad is loading...
JEPIX vs SCAYX
JEPIX vs SCAYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. SCAYX 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 JEPIX is a Buy and SCAYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.41B vs. SCAYX (186M). JEPIX pays higher dividends than SCAYX: JEPIX (7.56) vs SCAYX (6.80). JEPIX was incepted earlier than SCAYX: JEPIX (7 years) vs SCAYX (17 years). SCAYX (0.90) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCAYX (54.00). SCAYX has a lower initial minimum investment than JEPIX: SCAYX (1000) vs JEPIX (1000000). SCAYX annual gain was more profitable for investors over the last year : 9.09 vs. JEPIX (6.90). JEPIX return over 5 years is better than : 90.94 vs. SCAYX (71.49).
| JEPIX | SCAYX | JEPIX / SCAYX | |
| Total Expense Ratio | 0.60 | 0.88 | 68% |
| Annual Report Gross Expense Ratio | 0.60 | 0.90 | 67% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 0.368 | -0.403 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 186M | 3,447% |
| Annual Yield % from dividends | 7.56 | 6.80 | 111% |
| Returns for 1 year | 6.90 | 9.09 | 76% |
| Returns for 3 years | 20.54 | 23.48 | 87% |
| Returns for 5 years | 90.94 | 71.49 | 127% |
| Returns for 10 years | N/A | 40.64 | - |