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JEPIX vs SCJCX
JEPIX vs SCJCX Comparison Chart in %
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JEPIX vs. SCJCX commentary
Jul 13, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.41B vs. SCJCX (100M). JEPIX pays higher dividends than SCJCX: JEPIX (8.28) vs SCJCX (0.51). JEPIX was incepted earlier than SCJCX: JEPIX (7 years) vs SCJCX (8 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 : 8.51 vs. SCJCX (-3.79). JEPIX return over 5 years is better than : 69.44 vs. SCJCX (-14.95).
| 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 | 8 years | - |
| Gain YTD | 2.638 | 0.525 | 502% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 100M | 6,407% |
| Annual Yield % from dividends | 8.28 | 0.51 | 1,624% |
| Returns for 1 year | 8.51 | -3.79 | -225% |
| Returns for 3 years | 33.15 | 4.40 | 753% |
| Returns for 5 years | 69.44 | -14.95 | -465% |
| Returns for 10 years | N/A | N/A | - |
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