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JEPIX vs SCJAX
JEPIX vs SCJAX Comparison
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JEPIX vs SCJAX Comparison Chart in %
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JEPIX vs. SCJAX commentary
Aug 22, 2026
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 Hold and SCJAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5B vs. SCJAX (127M). JEPIX pays higher dividends than SCJAX: JEPIX (7.93) vs SCJAX (0.13). JEPIX was incepted earlier than SCJAX: JEPIX (8 years) vs SCJAX (9 years). SCJAX (1.38) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCJAX (86.00). 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 : 9.37 vs. SCJAX (2.17). JEPIX return over 5 years is better than : 40.78 vs. SCJAX (-19.87).
| JEPIX | SCJAX | JEPIX / SCJAX | |
| Total Expense Ratio | 0.59 | 1.25 | 47% |
| Annual Report Gross Expense Ratio | 0.59 | 1.38 | 43% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 5.211 | 0.286 | 1,820% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 127M | 3,939% |
| Annual Yield % from dividends | 7.93 | 0.13 | 5,884% |
| Returns for 1 year | 9.37 | 2.17 | 432% |
| Returns for 3 years | 33.39 | 5.60 | 597% |
| Returns for 5 years | 40.78 | -19.87 | -205% |
| Returns for 10 years | N/A | N/A | - |
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