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JEPIX vs SCJCX
JEPIX vs SCJCX Comparison Chart
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JEPIX vs. SCJCX commentary
May 26, 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 SCJCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.22B vs. SCJCX (92.6M). JEPIX pays higher dividends than SCJCX: JEPIX (8.04) vs SCJCX (0.54). JEPIX was incepted earlier than SCJCX: JEPIX (7 years) vs SCJCX (7 years). SCJCX (2.24) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCJCX (111.00). SCJCX has a lower initial minimum investment than JEPIX: SCJCX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 4.97 vs. SCJCX (-5.68). JEPIX return over 5 years is better than : 69.14 vs. SCJCX (-14.88).
| JEPIX | SCJCX | JEPIX / SCJCX | |
| Total Expense Ratio | 0.60 | 2.00 | 30% |
| Annual Report Gross Expense Ratio | 0.60 | 2.24 | 27% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -1.723 | -3.898 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 92.6M | 6,720% |
| Annual Yield % from dividends | 8.04 | 0.54 | 1,500% |
| Returns for 1 year | 4.97 | -5.68 | -88% |
| Returns for 3 years | 26.48 | -1.20 | -2,212% |
| Returns for 5 years | 69.14 | -14.88 | -465% |
| Returns for 10 years | N/A | N/A | - |
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