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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
Jun 20, 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: 5.11B vs. SCJAX (124M). JEPIX pays higher dividends than SCJAX: JEPIX (8.12) vs SCJAX (0.21). 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 : 8.93 vs. SCJAX (5.39). JEPIX return over 5 years is better than : 44.20 vs. SCJAX (-16.60).
| 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 | 0.971 | -0.333 | -291% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 124M | 4,120% |
| Annual Yield % from dividends | 8.12 | 0.21 | 3,798% |
| Returns for 1 year | 8.93 | 5.39 | 166% |
| Returns for 3 years | 8.50 | 4.96 | 171% |
| Returns for 5 years | 44.20 | -16.60 | -266% |
| Returns for 10 years | N/A | N/A | - |
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