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JEPIX vs SCIUX
JEPIX vs SCIUX Comparison Chart
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JEPIX vs. SCIUX commentary
May 25, 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 SCIUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.22B vs. SCIUX (185M). JEPIX pays higher dividends than SCIUX: JEPIX (8.04) vs SCIUX (6.97). JEPIX was incepted earlier than SCIUX: JEPIX (7 years) vs SCIUX (19 years). SCIUX (0.80) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCIUX (54.00). JEPIX (1000000) and SCIUX (1000000) have matching initial minimum investment requirements. SCIUX annual gain was more profitable for investors over the last year : 9.96 vs. JEPIX (4.97). JEPIX return over 5 years is better than : 69.14 vs. SCIUX (52.43).
| JEPIX | SCIUX | JEPIX / SCIUX | |
| Total Expense Ratio | 0.60 | 0.78 | 77% |
| Annual Report Gross Expense Ratio | 0.60 | 0.80 | 75% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -1.723 | 1.035 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 185M | 3,364% |
| Annual Yield % from dividends | 8.04 | 6.97 | 115% |
| Returns for 1 year | 4.97 | 9.96 | 50% |
| Returns for 3 years | 26.48 | 39.44 | 67% |
| Returns for 5 years | 69.14 | 52.43 | 132% |
| Returns for 10 years | N/A | 46.51 | - |
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