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JEPIX vs SCJAX
JEPIX vs SCJAX Comparison Chart
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JEPIX vs. SCJAX commentary
Apr 14, 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: 5.99B vs. SCJAX (88.4M). JEPIX pays higher dividends than SCJAX: JEPIX (7.56) vs SCJAX (0.87). JEPIX was incepted earlier than SCJAX: JEPIX (7 years) vs SCJAX (7 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 (111.00). 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 : 2.32 vs. SCJAX (-8.49). JEPIX return over 5 years is better than : 67.04 vs. SCJAX (-9.69).
| 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 | 7 years | - |
| Gain YTD | -4.672 | -7.760 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 88.4M | 6,781% |
| Annual Yield % from dividends | 7.56 | 0.87 | 865% |
| Returns for 1 year | 2.32 | -8.49 | -27% |
| Returns for 3 years | 14.49 | -10.25 | -141% |
| Returns for 5 years | 67.04 | -9.69 | -692% |
| Returns for 10 years | N/A | N/A | - |
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