Interact to see
Advertisement
Advertisement
JEPIX vs SCJAX
JEPIX vs SCJAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. SCJAX commentary
Aug 18, 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 SCJAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. SCJAX (104M). JEPIX pays higher dividends than SCJAX: JEPIX (8.46) vs SCJAX (0.80). JEPIX was incepted earlier than SCJAX: JEPIX (7 years) vs SCJAX (8 years). SCJAX (1.42) is less costly to investors than JEPIX (0.60). SCJAX has a lower initial minimum investment than JEPIX: SCJAX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 6.83 vs. SCJAX (-0.99). JEPIX return over 5 years is better than : 61.63 vs. SCJAX (-14.00).
| JEPIX | SCJAX | JEPIX / SCJAX | |
| Total Expense Ratio | 0.60 | 1.25 | 48% |
| Annual Report Gross Expense Ratio | 0.60 | 1.42 | 42% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 3.142 | 1.815 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 104M | 6,145% |
| Annual Yield % from dividends | 8.46 | 0.80 | 1,056% |
| Returns for 1 year | 6.83 | -0.99 | -689% |
| Returns for 3 years | 26.81 | 0.06 | 44,506% |
| Returns for 5 years | 61.63 | -14.00 | -440% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSVDX | 5.44 | 0.07 | +1.30% |
| Morgan Stanley Vitality Portfolio I | |||
| PHLCX | 12.08 | 0.15 | +1.26% |
| PGIM Jennison Health Sciences C | |||
| MIQBX | 12.07 | 0.02 | +0.17% |
| Morgan Stanley Inst International Eq A | |||
| SSAQX | 79.75 | -0.18 | -0.23% |
| State Street US Core Equity Fund | |||
| PVIVX | 51.27 | -0.28 | -0.54% |
| Paradigm Micro-Cap | |||