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JEPIX vs SCJAX
JEPIX vs SCJAX Comparison
Open Charts JEPIX vs SCJAX
JEPIX vs SCJAX Comparison Chart in %
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JEPIX vs. SCJAX commentary
Jul 11, 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 Buy and SCJAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.06B vs. SCJAX (125M). JEPIX pays higher dividends than SCJAX: JEPIX (8.04) 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 (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 : 7.67 vs. SCJAX (2.43). JEPIX return over 5 years is better than : 41.56 vs. SCJAX (-18.80).
| 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 | 2.854 | 0.162 | 1,758% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 125M | 4,050% |
| Annual Yield % from dividends | 8.04 | 0.13 | 5,990% |
| Returns for 1 year | 7.67 | 2.43 | 316% |
| Returns for 3 years | 29.78 | 6.15 | 484% |
| Returns for 5 years | 41.56 | -18.80 | -221% |
| Returns for 10 years | N/A | N/A | - |
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