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JEPIX vs SCAYX
JEPIX vs SCAYX Comparison Chart
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JEPIX vs. SCAYX 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 SCAYX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.28B vs. SCAYX (187M). JEPIX pays higher dividends than SCAYX: JEPIX (8.04) vs SCAYX (6.88). 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 : 9.95 vs. JEPIX (5.14). JEPIX return over 5 years is better than : 70.49 vs. SCAYX (52.76).
| 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 | -0.935 | 1.469 | -64% |
| Front Load | N/A | N/A | - |
| 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 | 6.88 | 117% |
| Returns for 1 year | 5.14 | 9.95 | 52% |
| Returns for 3 years | 27.94 | 39.22 | 71% |
| Returns for 5 years | 70.49 | 52.76 | 134% |
| Returns for 10 years | N/A | 44.64 | - |