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 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.1B vs. SCAYX (180M). 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 : 9.46 vs. JEPIX (5.10). JEPIX return over 5 years is better than : 69.28 vs. SCAYX (49.07).
| 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 | -3.465 | -2.471 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 180M | 3,386% |
| Annual Yield % from dividends | 7.56 | 6.80 | 111% |
| Returns for 1 year | 5.10 | 9.46 | 54% |
| Returns for 3 years | 20.24 | 28.98 | 70% |
| Returns for 5 years | 69.28 | 49.07 | 141% |
| Returns for 10 years | N/A | 37.85 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FDYNX | 125.27 | 2.06 | +1.67% |
| Franklin DynaTech C | |||
| IRGJX | 45.06 | 0.29 | +0.65% |
| Voya Russell Mid Cap Growth Idx Port I | |||
| STMDX | 34.98 | 0.04 | +0.11% |
| Sterling Capital Real Estate I | |||
| GEMIX | 23.52 | -0.02 | -0.08% |
| Goldman Sachs Emerging Markets Eq Instl | |||
| FIRAX | 9.48 | -0.03 | -0.32% |
| Fidelity Advisor Intl Real Estate A | |||