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JEPIX vs SCJCX
JEPIX vs SCJCX Comparison Chart
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JEPIX vs. SCJCX commentary
Apr 12, 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: 5.92B vs. SCJCX (87.2M). JEPIX pays higher dividends than SCJCX: JEPIX (7.56) vs SCJCX (0.53). 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 : 1.10 vs. SCJCX (-10.44). JEPIX return over 5 years is better than : 65.05 vs. SCJCX (-14.67).
| 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 | -5.807 | -9.216 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 87.2M | 6,794% |
| Annual Yield % from dividends | 7.56 | 0.53 | 1,428% |
| Returns for 1 year | 1.10 | -10.44 | -11% |
| Returns for 3 years | 13.13 | -13.74 | -96% |
| Returns for 5 years | 65.05 | -14.67 | -443% |
| Returns for 10 years | N/A | N/A | - |
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