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JEPIX vs SCJAX
JEPIX vs SCJAX Comparison Chart in %
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JEPIX vs. SCJAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. SCJAX (103M). JEPIX pays higher dividends than SCJAX: JEPIX (8.29) vs SCJAX (0.79). 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). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCJAX (101.00). 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 : 6.27 vs. SCJAX (0.88). JEPIX return over 5 years is better than : 63.25 vs. SCJAX (-14.36).
| 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 | 4.135 | 2.969 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 103M | 6,204% |
| Annual Yield % from dividends | 8.29 | 0.79 | 1,054% |
| Returns for 1 year | 6.27 | 0.88 | 713% |
| Returns for 3 years | 34.11 | 7.00 | 487% |
| Returns for 5 years | 63.25 | -14.36 | -440% |
| Returns for 10 years | N/A | N/A | - |
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